Brian Beattie Email & Phone Number
Senior Vice President - Investments
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Brian Beattie Location
- West Palm Beach, FL, US
Brian Beattie Work
- 2010 -now Senior Vice President - Investments @ Wells Fargo Advisors
- 2006 -2010 Financial Advisor @ Morgan Stanley Smith Barney
Brian Beattie Education
- University of Miami Business School
BBA (Finance, Management, Marketing)
2003-2007
Brian Beattie Skills
- Small Business
- Financial Advisory
- Investments
- Fixed Annuities
- Finance
- Retirement
- 401k
- Insurance
- Retirement Planning
- Mutual Funds
- Life Insurance
- Chartered Retirement Planning Counselor
- Long Term Care Insurance
Brian Beattie Summary
- Brian Beattie, based in West Palm Beach, FL, US, is currently a Senior Vice President - Investments at Wells Fargo Advisors. Brian Beattie brings experience from previous roles at Morgan Stanley Smith Barney. Brian Beattie holds a 2003 - 2007 BBA in Finance, Management, Marketing @ University of Miami Business School. With a robust skill set that includes Small Business, Financial Advisory, Investments, Fixed Annuities, Finance and more. Brian Beattie has 2 mobile phone numbers on RocketReach.
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