Brian Brunner Email & Phone Number

Partner, Wealth Advisor @ WA Asset Management, LLC

5 free lookup(s).

Brian Brunner Location

Zionsville, IN, US

Brian Brunner Work

2024 - now Partner, Wealth Advisor @ WA Asset Management, LLC
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2001 - 2024 Owner and President @ CenterPoint Wealth Management, LLC
1999 - 2015 Board Member and Past President @ Ronald McDonald House Charities of Central Indiana

1994 - 2001 Senior Manager @ Deloitte & Touche, LLP

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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

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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 1 mobile phone numbers on RocketReach.

Brian Brunner Emails

Found 1 emails

@gmail.com

Brian Brunner Phone Numbers

Found 2 phone numbers

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Top WA Asset Management, LLC Employees

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Justin Russell

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Markus Sleuwen

Chief Compliance Officer at WA Asset Management, LLC

Chicago, IL, US
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Melanie Nichols

Partner, Regional Director, Wealth Advisor at WA Asset Management, LLC

Birmingham, AL, US
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Brent Gunn

Partner, Chief Information Officer at WA Asset Management, LLC

Birmingham, AL, US
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Bradley Rathe

Partner, Senior Director of Portfolio Management at WA Asset Management, LLC

Chicago, IL, US
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Clay McDaniel

Partner, Chief Investment Officer at WA Asset Management, LLC

Atlanta, GA, US
2
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- +1 304-650-XXXX
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Bellevue, WA, US
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