Brian Weatherly Email & Phone Number
Vice President, Wealth Manager @ Goldman Sachs Personal Financial Management
Brian Weatherly's Location
Dallas, TX, US
Brian Weatherly's Work
- Vice President, Wealth Manager @ Goldman Sachs Personal Financial Management
- Associate, Wealth Manager @ Goldman Sachs Personal Financial Management
- Associate Wealth Advisor @ Cox Financial Group Ltd.
- Business Development Consultant @ Self-employed
- Regional Sales Consultant @ Highland Capital Management, L.P.
- Senior Internal Wholesaler @ Realty Capital Securities
- Regional Investment Consultant @ Fidelity Investments
- Financial Planner, Investment Advisor Rep. @ Plum Creek Investment Services Inc.
- Superintendent @ Driftwood Builders
Brian Weatherly's Education
- Metropolitan State University of Denver
Bachelor of Science (Finance)
2009 - 2011 - Colorado State University2007 - 2008
- DHCS2001 - 2005
Brian Weatherly's Skills
- Investments
- Series 7
- Series 65
- Series 63
- Wealth Management
- Alternative Investments
- Financial Services
- Retirement Planning
- Private Equity
- 1031 Exchanges
Brian Weatherly's Summary
Brian Weatherly, based in Dallas, TX, US, is currently a Vice President, Wealth Manager at Goldman Sachs Personal Financial Management, bringing experience from previous roles at Goldman Sachs Personal Financial Management, Cox Financial Group, Self-employed and Highland Capital Management, L.P.. Brian Weatherly holds a 2009 - 2011 Bachelor of Science in Finance @ Metropolitan State University of Denver. With a robust skill set that includes Investments, Series 7, Series 65, Series 63, Wealth Management and more, Brian Weatherly contributes valuable insights to the industry. Brian Weatherly has 2 emails and 1 mobile phone number on RocketReach.
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