Brian Brunner Email & Phone Number
Partner, Wealth Advisor @ WA Asset Management, LLC
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Brian Brunner Location
- Zionsville, IN, US
Brian Brunner Work
- 2024 -now Partner, Wealth Advisor @
- 2001 -2024 Owner and President @
- 1999 -2015 Board Member and Past President @
- 1994 -2001 Senior Manager @ Deloitte & Touche, LLP
Brian Brunner Education
- Purdue University
Bachelor of Science (B.S.) (Krannert School of Management: Finance & Accounting)
1990-1994
Brian Brunner Skills
- Wealth Management
- Investments
- Asset Managment
- High Net Worth Individuals
- Portfolio Management
- Estate Planning
- Strategic Financial Planning
- Tax
- Financial Analysis
- Accounting
- Income Tax
- Finance
- Risk Management
- Financial Modeling
- Insurance
- Leadership
- Research
- Project Management
- Microsoft Office
- Business Development
- Team Building
Brian Brunner Summary
- Brian Brunner, based in Zionsville, IN, US, is currently a Partner, Wealth Advisor at Waverly Advisors, LLC. Brian Brunner brings experience from previous roles at CenterPoint Wealth Management, LLC, Ronald McDonald House of Indiana and Deloitte & Touche, LLP. Brian Brunner holds a 1990 - 1994 Bachelor of Science (B.S.) in Krannert School of Management: Finance & Accounting @ Purdue University. With a robust skill set that includes Wealth Management, Investments, Asset Managment, High Net Worth Individuals, Portfolio Management and more. Brian Brunner has 1 emails and 2 mobile phone numbers on RocketReach.
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