Brian Tolin Email & Phone Number
Senior Vice President @ Capital Wealth Advisors
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Brian Tolin Location
- Naples, FL, US
Brian Tolin Work
- Senior Vice President @ (August 2024 - Present)
- Portfolio Manager @ Bray Capital Advisors (July 2017 - July 2024)
- Wealth Management Specialist @ Bray Capital Advisors (June 2016 - June 2017)
- Portfolio Analyst @ Raymond James Trust (January 2015 - June 2016)
- Investment Trust Officer @ Raymond James Trust NA (June 2012 - January 2015)
- Financial Representative @ (June 2011 - June 2012)
- Assistant Manager and Server @ D'Fontana's (December 2009 - June 2011)
- Student Trustee @ Roland George Investments Program (August 2010 - May 2011)
- Intern @ (May 2010 - July 2010)
- Assistant Account Supervisor @ Magnolia Point Golf & Country Club (June 2005 - July 2008)
Brian Tolin Education
- Stetson University
BA (Sigma Phi Epsilon, American Marketing Association)
2007-2011
Brian Tolin Skills
- Bloomberg
- Equities
- Fixed Income
- Commodity
- Foreign Exchange
- Series 7
- Investments
- Mutual Funds
- Uniform Combined State Law
- Portfolio Management
- Financial Analysis
- Asset Allocation
- Financial Services
- Bonds
- Retirement
- Trading
- Series 63
- Securities
- Financial Advisory
- Microsoft Excel
- Finance
- Microsoft Office
- Analysis
- Marketing
- Wealth Management
- Options
Brian Tolin Summary
- Brian Tolin, based in Naples, FL, US, is currently a Senior Vice President at Capital Wealth Advisors. Brian Tolin brings experience from previous roles at Bray Capital Advisors, Raymond James Trust and Raymond James Trust NA. Brian Tolin holds a 2007 - 2011 BA in Sigma Phi Epsilon, American Marketing Association @ Stetson University. With a robust skill set that includes Bloomberg, Equities, Fixed Income, Commodity, Foreign Exchange and more. Brian Tolin has 2 emails and 1 mobile phone numbers on RocketReach.
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