Patrick Brewer Email & Phone Number

Chief Executive Officer @ WealthPlan Group

5 free lookup(s).

Patrick Brewer Location

Austin, TX, US

Patrick Brewer Work

2024 - now Chief Executive Officer @ WealthPlan Group
2021 - 2023 President and CMO (Acquired) @ WealthSource Partners, LLC
2019 - 2023 Founder and CEO (Acquired) @ Model FA

2016 - 2021 Founder and CEO (Acquired) @ SurePath Wealth Management
2014 - 2015 Managing Partner (Acquired) @ Pennington Financial Group
2010 - 2014 Regional Director - Financial Advisor Services @ Dimensional Fund Advisors
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2008 - 2010 Associate @ Vanguard

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Patrick Brewer Education

Alfred Lerner College of Business & Economics at University of Delaware
BS (Finance)
2003 - 2007
University of Delaware
Bachelor of Science (BS), Finance, General (Finance)
2003 - 2007

Patrick Brewer Skills

Wealth Management
Tax Advisory
Inheritance Tax Planning

Business Advisory
Tax-advantaged Investment Strategies
Mergers & Acquisitions
Succession Planning
Portfolio Management
Business Tax Planning
Financial Advisory

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Patrick Brewer Summary

Patrick Brewer, based in Austin, TX, US, is currently a Chief Executive Officer at WealthPlan Group. Patrick Brewer brings experience from previous roles at WealthSource Partners, LLC, Model FA, SurePath Wealth Management and Pennington Financial Group. Patrick Brewer holds a 2003 - 2007 BS in Finance @ Alfred Lerner College of Business & Economics at University of Delaware. With a robust skill set that includes Wealth Management, Tax Advisory, Inheritance Tax Planning, Business Advisory, Tax-advantaged Investment Strategies and more. Patrick Brewer has 2 emails and 1 mobile phone numbers on RocketReach.

Patrick Brewer Emails

Found 2 emails

Patrick Brewer Phone Numbers

Found 3 phone numbers

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Others Named Patrick Brewer

Patrick Brewer

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Patrick Brewer

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Austin, TX, US
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- +1 210-655-XXXX
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Patrick Brewer

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Patrick Brewer

CIO and VP HR at Sweetface Fashion Company

New York, NY, US
1
- gmail.com
4
- +1 570-619-XXXX
- +1 212-616-XXXX
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Patrick Brewer

Chief Executive Officer at WealthPlan Group

Austin, TX, US
2
- gmail.com
- wealthplan.group
3
- +1 267-252-XXXX
- +1 512-994-XXXX
- +1 267-252-XXXX
Patrick Brewer

Head Of Business Development at Longplay

New York, NY, US
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- yahoo.com
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- +1 613-617-XXXX

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Brent O'Mara

Co-Founder at WealthPlan Group

Omaha, NE, US
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- feltzwp.com
- wealthplan.group
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- +1 402-968-XXXX
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Patrick Brewer

Chief Executive Officer at WealthPlan Group

Austin, TX, US
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- gmail.com
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- +1 267-252-XXXX
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Marc Geels

Managing Partner at WealthPlan Group

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- securitiesamerica.com
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- +1 712-722-XXXX
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Zak Leedom

Head of Advisor Services at WealthPlan Group

Santa Monica, CA, US
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- wealthsource.com
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- +1 567-712-XXXX
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Dante Smith

Chief Investment Strategist at WealthPlan Group

Texas, United States
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- yahoo.com
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- +1 470-301-XXXX
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Deandre Geels

Director of Corporate Development at WealthPlan Group

Austin, TX, US
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- gmail.com
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Ward Behlen

Director of Fiduciary Services at WealthPlan Group

Omaha, NE, US
3
- hotmail.com
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- +1 402-359-XXXX
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Jennifer Wilbeck

Director of Education, Retirement Plans and Foundations at WealthPlan Group

Omaha, NE, US
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Andrew Large

Chief of Staff, Planning and Field Operations at WealthPlan Group

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Christine Behlen

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Drew Coble

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Kristina Shea

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Christian Heilbuth

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