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Brian Watterson
Brian Watterson
Wealth Management Advisor, Vice President | Merrill Lynch
California, United States
Brian Watterson
Summary
Brian Watterson is a seasoned Wealth Management Advisor at Merrill Lynch, where he has been dedicated to serving high-net-worth individuals since 2011. With a strong academic background in Mathematics from Utah Valley University, he applies analytical skills to create tailored investment strategies. Brian is not just a financial advisor; he is a Certified Investment Management Analyst® who manages portfolios with a focus on personalized service. His experience includes a unique two-year mission in Armenia, showcasing his commitment to service and community. Residing in Jurupa Valley, California, he balances a dynamic career with family life, being a father to four children. His professional journey reflects a deep understanding of the complexities of wealth management and a passion for helping clients achieve their financial goals.
Brian Watterson
Work Experience
Wealth Management Advisor, Vice President at
Merrill Lynch
December 2011 - Present
Brian Watterson
Education
Utah Valley University, Bachelor's Degree
January 2007 - January 2010
Frequently Asked Questions about Brian Watterson
What is Brian Watterson email address?
Brian Watterson's primary email address is *********@prodigy.net. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Brian Watterson work for?
Brian Watterson is a Wealth Management Advisor, Vice President at Merrill Lynch.
Where Brian Watterson graduated from?
Brian Watterson holds a degree in null from Utah Valley University.
How can I directly contact Brian Watterson?
To contact Brian Watterson directly, you can use the email address *********@prodigy.net. Complete contact information is available upon registration with Muraena.
Is Brian Watterson an immigrant?
Yes, Brian Watterson is an immigrant and currently based in United States
Who is Brian Watterson?
Brian Watterson is a seasoned Wealth Management Advisor at Merrill Lynch, where he has been dedicated to serving high-net-worth individuals since 2011. With a strong academic background in Mathematics from Utah Valley University, he applies analytical skills to create tailored investment strategies. Brian is not just a financial advisor; he is a Certified Investment Management Analyst® who manages portfolios with a focus on personalized service. His experience includes a unique two-year mission in Armenia, showcasing his commitment to service and community. Residing in Jurupa Valley, California, he balances a dynamic career with family life, being a father to four children. His professional journey reflects a deep understanding of the complexities of wealth management and a passion for helping clients achieve their financial goals.
Brian`s contact details
*********@prodigy.net
***************@ml.com
Colleagues
Vice President
Director of Software Support Services
Wealth Management Advisor, Senior Vice President
Senior Financial Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Wealth Management Advisor, Vice President
Private Client Advisor
Wealth Management Advisor, Senior Vice President
VP
Management Trainee/Acting as Branch Manager