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Brian Watterson

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Brian Watterson

Wealth Management Advisor, Vice President | Merrill Lynch

California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Industry-specific interests

Emerging Technologies

Organisational experience

Corporate Experience

Brian Watterson

Work Experience

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Wealth Management Advisor, Vice President at

Merrill Lynch

December 2011 - Present

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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

mail

*********@prodigy.net

***************@ml.com

Colleagues

Harish Ragavan

Vice President

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Harold Schloss

Director of Software Support Services

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Harrison Porter

Wealth Management Advisor, Senior Vice President

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Harriss Lauderdale

Senior Financial Advisor, Vice President

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Harry Loftus

Wealth Management Advisor, Senior Vice President

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Harry Ratliff

Wealth Management Advisor, Vice President

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Harry Zwick

Private Client Advisor

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Harvey Snider

Wealth Management Advisor, Senior Vice President

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Heather Cleary

Management Trainee/Acting as Branch Manager

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