Brandon Beck Email & Phone Number
Wealth Manager @ Confluence Financial Partners
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Brandon Beck Location
- Bonita Springs, FL, US
Brandon Beck Work
- Wealth Manager @ (November 2025 - Present)
- Financial Advisor @ (January 2024 - November 2025)
- Financial Advisor @ (July 2022 - January 2024)
- Financial Advisor @ (January 2019 - July 2022)
- Investment Advisor @ (January 2015 - April 2019)
- Account Manager @ (September 2013 - December 2014)
- Investment Executive @ Red River Bank-Red River Investments Group (December 2011 - April 2013)
- Financial Advisor @ (July 2006 - November 2011)
- Agent @ (September 2005 - June 2006)
Brandon Beck Education
- Louisiana Tech University
Bachelor's degree (General Studies)
Brandon Beck Skills
- 401(k) Retirement Savings Plans
- 401k Rollovers
- Alternative Investments
- Asset Allocation
- Business Development
- Direct Sales
- ETFs
- Equities
- Estate Planning
- Family Wealth Management
- Financial Advisory
- Financial Planning
- Finra
- Fixed Annuities
- High Net Worth Individuals
- IRAs
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Life Insurance
- Loans
- Market Risk
- Microsoft Office
- Mutual Funds
- Portfolio Management
- Private Wealth Management
- Retail Banking
- Retirement
- Retirement Planning
- Risk Assessment
- Sales
- Securities
- Series 6
- Series 7
- Small Business Lending
- Strategic Financial Planning
- Team Building
- Uniform Combined State Law
- Wealth
- Wealth Management
- Wealth Management Services
- 401K Retirement Savings Plans
- 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, 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 401(k) Retirement Savings Plans, 401k Rollovers, Alternative Investments, Asset Allocation, Business Development and more. Brandon Beck has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Confluence Financial Partners Employees
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Pittsburgh, PA, US
Kurt Kimmich
Wealth Manager
Pittsburgh, PA, US
William Winkeler Jr.
Chief Investment Officer
Pittsburgh, PA, US
Brandon Beck
Wealth Manager
Bonita Springs, FL, US
Chuck Ziants
Wealth Manager
Canonsburg, PA, US
Charles Kolias
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Michael Touscany
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Jackson Elizondo
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Marissa Dinello
Director of Marketing
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Greg Weimer
Chief Executive Officer
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Charles Zuzak
Director of Wealth Planning
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Jacob Fahringer
Chief People Officer
Pittsburgh, PA, US
Katie Thornhill
Chief Compliance Officer
Pittsburgh, PA, US
Stephanie Bogden
Chief Operating Officer
Coraopolis, PA, US
Brian Ripley
Wealth Manager
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Gregory Weimer
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David Graver
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