Patrick Brewer Email & Phone Number
Partner and Chief Executive Officer @ WealthPlan Group
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Patrick Brewer Location
- Austin, TX, US
Patrick Brewer Work
- Partner and Chief Executive Officer @ (January 2024 - Present)
- President and CMO (Acquired) @ WealthSource Partners, LLC (March 2021 - December 2023)
- Founder and CEO (Acquired) @ (June 2019 - December 2023)
- Founder and CEO (Acquired) @ SurePath Wealth Management (June 2016 - March 2021)
- Managing Partner (Acquired) @ Pennington Financial Group (May 2014 - September 2015)
- Regional Director - Financial Advisor Services @ (June 2010 - May 2014)
- Associate @ (June 2008 - June 2010)
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)
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
- Tax Compliance
- Tax Deferred Exchanges
- Qualified Retirement Plans
- Forwards
- Options Strategies
- Equity Compensation
- Cash Flow Forecasting
- Estate Planning
- Financial Planning
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Investment Management
- Investment Advisory
- Real Estate Investment Trust (REIT)
- Finance
- Capital Markets
- Real Estate Transactions
- Lean Startup
- Estate Tax Planning
- Investment Strategies
- Investment Properties
- Real Estate Investment Consulting
- Financial Forecasting
- Diversification
- Marketing Strategy
- Social Media Marketing
- Mental Models
- Practice Management
- Strategic Leadership
- Entrepreneurship
Patrick Brewer Summary
- Patrick Brewer, based in Austin, TX, US, is currently a Partner and 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.
Looking for a different Patrick Brewer?
Find contact details for 700 million professionals.
Others Named Patrick Brewer
Patrick Brewer
Vice President and Division Manager
Austin, TX, US
Patrick Brewer
Key Account Manager
Indianapolis, IN, US
Patrick Brewer
CIO and VP HR
New York, NY, US
Patrick Brewer
Partner and Chief Executive Officer
Austin, TX, US
Patrick Brewer
Head Of Business Development
New York, NY, US
Top WealthPlan Group Employees
Drew Dintaman
Wealth Advisor
Rancho Santa Margarita, CA, US
Ward Behlen
Director of Fiduciary Services
Omaha, NE, US
Robert Keating
Partner Senior Wealth Advisor
New York, NY, US
Dante Smith
Chief Investment Strategist
Texas, United States
Randy Coble
Senior Wealth Advisor
Overland Park, KS, US
Zak Leedom
Head of Advisor Services
Santa Monica, CA, US
Deandre Geels
Director of Corporate Development
Austin, TX, US
Brent O'Mara
Co-Founder
Omaha, NE, US
Patrick Brewer
Partner and Chief Executive Officer
Austin, TX, US
Angel Z.
Product Platform Engineer
New York, NY, US
Andrew Large
Chief Wealth Officer
Omaha, NE, US
Sarah Kennelly
Chief Operations Officer
Omaha, NE, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co