Brian Weatherly Email & Phone Number
Vice President, Senior Wealth Advisor @ Quotient Wealth Partners
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Brian Weatherly Location
- Dallas, TX, US
Brian Weatherly Work
- Vice President, Senior Wealth Advisor @ (September 2023 - Present)
- Vice President, Wealth Manager @ Goldman Sachs Personal Financial Management (December 2020 - September 2023)
- Associate, Wealth Manager @ Goldman Sachs Personal Financial Management (July 2018 - December 2020)
- Associate Wealth Advisor @ Cox Financial Group (May 2017 - April 2018)
- Business Development Consultant @ Self-employed (August 2016 - May 2017)
- Regional Sales Consultant @ (January 2016 - August 2016)
- Senior Internal Wholesaler @ (August 2014 - December 2015)
- Regional Investment Consultant @ (February 2014 - August 2014)
- Financial Planner, Investment Advisor Rep. @ Plum Creek Investment Services Inc. (January 2012 - January 2014)
- Superintendent @ Driftwood Builders Inc. (May 2001 - January 2011)
Brian Weatherly Education
- Metropolitan State University of Denver
Bachelor of Science (Finance)
2009-2011 - Colorado State University 2007-2008
- DHCS 2001-2005
Brian Weatherly Skills
- Financial Services
- Investment Strategies
- Estate Planning
- 401k
- IRAs
- 1031 Exchanges
- Certified Financial Planner
- Investments
- Wealth Management
- High Net Worth Individuals
- Real Estate Investment Trust (REIT)
- Sales
- Retirement Planning
- Salesforce.com
- Wealth Management Services
Brian Weatherly Summary
- Brian Weatherly, based in Dallas, TX, US, is currently a Vice President, Senior Wealth Advisor at Quotient Wealth Partners. Brian Weatherly brings experience from previous roles at Goldman Sachs Personal Financial Management, Cox Financial Group and Self-employed. Brian Weatherly holds a 2009 - 2011 Bachelor of Science in Finance @ Metropolitan State University of Denver. With a robust skill set that includes Financial Services, Investment Strategies, Estate Planning, 401k, IRAs and more. Brian Weatherly has 2 emails and 4 mobile phone numbers on RocketReach.
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