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
- 2023 -now Vice President, Senior Wealth Advisor @
- 2020 -2023 Vice President, Wealth Manager @ Goldman Sachs Personal Financial Management
- 2018 -2020 Associate, Wealth Manager @ Goldman Sachs Personal Financial Management
- 2017 -2018 Associate Wealth Advisor @ Cox Financial Group
- 2016 -2017 Business Development Consultant @ Self-employed
- 2016 -2016 Regional Sales Consultant @
- 2014 -2015 Senior Internal Wholesaler @
- 2014 -2014 Regional Investment Consultant @
- 2012 -2014 Financial Planner, Investment Advisor Rep. @ Plum Creek Investment Services Inc.
- 2001 -2011 Superintendent @ Driftwood Builders Inc.
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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