Brian Rolfe Email & Phone Number
Financial Advisor, Managing Director - Investments @ Wells Fargo Advisors
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Brian Rolfe Location
- Florida, United States
Brian Rolfe Work
- 2011 -now Financial Advisor, Managing Director - Investments @
- 2001 -2011 Financial Advisor @ Morgan Stanley Smith Barney
- 2000 -2010 Finance Chairman @ Tampa Orlando Pinellas
- 1997 -2001 Director of Corporate Communications @
- 1996 -1997 Account Supervisor @ Niehaus Ryan Wong Public Relations
- 1994 -1996 Account Executive @ Edelman
- 1993 -1994 Performance Analyst @ Dean Witter
Brian Rolfe Education
- Pennsylvania State University
Bachelor of Arts (Speech Communication)
1989-1993 - Countryside HS
- University of Pennsylvania - The Wharton School
Continuing Education (Investment Management Consultants Association)
Brian Rolfe Skills
- Investments
- Retirement
- Finance
- Mergers & Acquisitions
- Risk Management
- Retirement Planning
- Wealth Preservation Planning
- Business Strategy
- Financial Advisory
- Mutual Funds
- Asset Allocation
- Investment Planning
- Small Business
- Program Management
- Goal-oriented individual with strong leadership capabilities
- Estate Planning Strategies
- Investment Analysis
- Estate Investment Planning
- Estate Planning
- Certified Financial
- Banking
- Financial Planning
- Sales
- Microsoft Excel
- Goal Oriented Individual With Strong Leadership Capabilities
- Certified Financial Planner
- Wealth
- Goal Oriented
- Project Management
- Mergers and Acquisitions
- Series 7
- Investment Management
Brian Rolfe Summary
- Brian Rolfe, based in Florida, United States, is currently a Financial Advisor, Managing Director - Investments at Wells Fargo Advisors. Brian Rolfe brings experience from previous roles at Morgan Stanley Smith Barney, Tampa Orlando Pinellas, CNET and Niehaus Ryan Wong Public Relations. Brian Rolfe holds a 1989 - 1993 Bachelor of Arts in Speech Communication @ Pennsylvania State University. With a robust skill set that includes Investments, Retirement, Finance, Mergers & Acquisitions, Risk Management and more. Brian Rolfe has 4 emails on RocketReach.
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