Brianna McClain Email & Phone Number
Senior Wealth Manager @ Cetera Investors
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Brianna McClain Location
- New York, United States
Brianna McClain Work
- Senior Wealth Manager @ (June 2024 - Present)
- Owner @ (April 2022 - Present)
- Financial Advisor @ (June 2020 - June 2024)
- Financial Professional @ (January 2011 - June 2020)
- Sales Associate @ (September 2008 - April 2011)
- Tutor and Nanny @ (December 2007 - July 2008)
Brianna McClain Education
- Kaplan University
(Life, Health, and Accident Insurance Licenses)
2011-2011 - University of Minnesota - Carlson School of Management
Bachelors (Business and Finance)
2007-2010
Brianna McClain Skills
- Estate Conservation Strategies
- Business Succession Planning and Strategies
- Executive Benefits Planning
- Insurance
- Retirement Planning
- Financial Planning
- Tax Deferred Investment Planning
- Investment Services
- Networking
- Pension Distribution Planning
- Annuity Services
- Wealth Management
- Client Education
- Strategies
- 401k Distribution Planning
- Risk Management
- Long Term Care Planning Strategies
- Rico
- Customer Service
- Investment Advisory Services
- Service
- Investment Planning
- Insurance Planning
- Ira Distribution Planning
- Tax Efficient Investing Strategies
- Estate Planning Strategies
- Education Planning Strategies
Brianna McClain Summary
- Brianna McClain, based in New York, United States, is currently a Senior Wealth Manager at Cetera Investors. Brianna McClain brings experience from previous roles at Grey Duck Wealth Management, Equitable Advisors, AXA Advisors, LLC and Banana Republic. Brianna McClain holds a 2011 - 2011 Kaplan University. With a robust skill set that includes Estate Conservation Strategies, Business Succession Planning and Strategies, Executive Benefits Planning, Insurance, Retirement Planning and more. Brianna McClain has 6 emails and 4 mobile phone numbers on RocketReach.
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