Brian Estep Email
Vice President, Senior Wealth Manager @ Lido Advisors, LLC
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Brian Estep Location
- Livermore, CO, US
Brian Estep Work
- 2026 -now Vice President, Senior Wealth Manager @
- 2024 -2026 Wealth Advisor @
- 2017 -2024 Financial Advisor @ Chapel & Collins, LLC
- 2017 -2024 Financial Advisor @ Chapel & Collins Wealth Management
- 2014 -2017 Financial Services Consultant @
- 2013 -2013 Client Relationship Manager @
- 2010 -2011 Universal Banker @ First National Bank of Colorado
Brian Estep Education
- Colorado State University Global
Master’s Degree (Finance and Financial Management Services)
2015-2017 - Colorado State University
Bachelor of Science (BSc) (Finance and Financial Planning)
2010-2013
Brian Estep Summary
- Brian Estep, based in Livermore, CO, US, is currently a Vice President, Senior Wealth Manager at Lido Advisors. Brian Estep brings experience from previous roles at Mercer Advisors, Chapel & Collins, LLC, Chapel & Collins Wealth Management and TIAA. Brian Estep holds a 2015 - 2017 Master’s Degree in Finance and Financial Management Services @ Colorado State University Global. Brian Estep has 1 emails on RocketReach.
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