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Cfp Brian Brown Cpfa

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Cfp Brian Brown Cpfa

Senior Vice President, Financial Consultant, Branch Manager | D.A. Davidson Companies

Bozeman, Montana, United States

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Cfp Brian Brown Cpfa

Summary

Brian Brown is a seasoned financial professional with over 28 years of experience in the financial investment sector, currently serving as the Senior Vice President and Branch Manager at D.A. Davidson & Co. in Bozeman, Montana. His expertise spans a wide array of financial services including asset allocation, estate planning, and wealth management, making him a trusted advisor in personal financial planning. Brian's educational background includes a Bachelor of Science in Business Finance from Montana State University, which laid the foundation for his successful career. He has demonstrated a long-term commitment to his role, having been with D.A. Davidson since 1995. Known for his strategic approach, Brian is dedicated to helping clients navigate complex financial landscapes while managing risks effectively. His leadership in the financial advisory space is complemented by his hands-on experience in portfolio management and retirement planning. Outside of his professional commitments, he is likely to engage in community initiatives that align with his values in financial literacy and empowerment.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp Brian Brown Cpfa

Work Experience

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Senior Vice President, Financial Consultant, Branch Manager at

D.A. Davidson Companies

June 1995 - Present

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Cfp Brian Brown Cpfa

Education

Montana State University, Bachelor Of Science (Bs)

January 1991 - January 1995

Frequently Asked Questions about Cfp Brian Brown Cpfa

What is Cfp Brian Brown Cpfa email address?

Cfp Brian Brown Cpfa's primary email address is ***********@dadavidson.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Brian Brown Cpfa work for?

Cfp Brian Brown Cpfa is a Senior Vice President, Financial Consultant, Branch Manager at D.A. Davidson Companies, a company specializing in Other Financial Investment Activities.

Where Cfp Brian Brown Cpfa graduated from?

Cfp Brian Brown Cpfa holds a degree in Business Finance from Montana State University.

How can I directly contact Cfp Brian Brown Cpfa?

To contact Cfp Brian Brown Cpfa directly, you can use the email address ***********@dadavidson.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Brian Brown Cpfa?

Brian Brown is a seasoned financial professional with over 28 years of experience in the financial investment sector, currently serving as the Senior Vice President and Branch Manager at D.A. Davidson & Co. in Bozeman, Montana. His expertise spans a wide array of financial services including asset allocation, estate planning, and wealth management, making him a trusted advisor in personal financial planning. Brian's educational background includes a Bachelor of Science in Business Finance from Montana State University, which laid the foundation for his successful career. He has demonstrated a long-term commitment to his role, having been with D.A. Davidson since 1995. Known for his strategic approach, Brian is dedicated to helping clients navigate complex financial landscapes while managing risks effectively. His leadership in the financial advisory space is complemented by his hands-on experience in portfolio management and retirement planning. Outside of his professional commitments, he is likely to engage in community initiatives that align with his values in financial literacy and empowerment.

Cfp`s contact details

mail

***********@dadavidson.com

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