Brian Lefort Email
Wealth Planning and Insurance Specialist, Northeast @ Raymond James
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Brian Lefort Location
- New York, NY, US
Brian Lefort Work
- Wealth Planning and Insurance Specialist, Northeast @ (October 2015 - Present)
Brian Lefort Education
- Western New England University
Bachelors (Finance)
1994-1999 - Benjamin Franklin Institute of Technology 1987-1989
Brian Lefort Skills
- Financial Advisory
- High Net Worth Individuals
- Strategic Financial Planning
- Charities
- Trusts
- Wealth
- Retirement
- Insurance
- Financial Services
- Retirement Planning
- Life Insurance
- Succession Planning
Brian Lefort Summary
- Brian Lefort, based in New York, NY, US, is currently a Wealth Planning and Insurance Specialist, Northeast at Raymond James Financial, Inc.. Brian Lefort holds a 1994 - 1999 Bachelors in Finance @ Western New England University. With a robust skill set that includes Financial Advisory, High Net Worth Individuals, Strategic Financial Planning, Charities, Trusts and more. Brian Lefort has 1 emails on RocketReach.
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