Brandon Beck Email & Phone Number
Wealth Manager @ Confluence Financial Partners
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Brandon Beck Location
- Bonita Springs, FL, US
Brandon Beck Work
- 2025 -now Wealth Manager @ Confluence Financial Partners
- 2024 -2025 Financial Advisor @
- 2022 -2024 Financial Advisor @
- 2019 -2022 Financial Advisor @
- 2015 -2019 Investment Advisor @
- 2013 -2014 Account Manager @
- 2011 -2013 Investment Executive @ Red River Bank-Red River Investments Group
- 2006 -2011 Financial Advisor @
- 2005 -2006 Agent @
Brandon Beck Education
- Louisiana Tech University
Bachelor's degree (General Studies)
Brandon Beck Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Team Building
- Fixed Annuities
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- Investments
- Business Development
- Series 6
- 401K Retirement Savings Plans
- Investment Advisory
- Asset Allocation
- Equities
- Life Insurance
- Wealth Management
- Mutual Funds
- Direct Sales
- Uniform Combined State Law
- Strategic Financial Planning
- High Net Worth Individuals
- FINRA
- Investment Strategies
- Risk Assessment
- Microsoft Office
- Wealth
- Market Risk
- 401k Rollovers
- ETFs
- Retail Banking
- Retirement
- Small Business Lending
- Loans
- Series 7
- Securities
- 401 Retirement Savings Plans
Brandon Beck Summary
- Brandon Beck, based in Bonita Springs, FL, US, is currently a Wealth Manager at Confluence Financial Partners. Brandon Beck brings experience from previous roles at PFS Wealth Management Group, FamilyWealth Advisers, BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC and Evans Financial Group. Brandon Beck holds a Bachelor's degree in General Studies @ Louisiana Tech University. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Team Building, Fixed Annuities and more. Brandon Beck has 3 emails and 3 mobile phone numbers on RocketReach.
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