Brian joined Waddell & Reed in 2015 and became the Branch Manager of the North Carolina and South Carolina Offices in 2017. Prior to joining Waddell & Reed, Brian was with Signator Investors, a member of John Hancock Financial Network. Brian has been in the financial services industry since 1995. He has an extensive background as both a financial advisor and regional manager. Brian is a recognized speaker and is active in the community volunteering and serving in many capacities. He lives in Charlotte with his wife Carla.
As a member of the Waddell & Reed field leadership team, Brian oversees numerous financial advisors throughout the area, who serve the financial needs of the community including:
- Building and leading a team of financial advisors who share Waddell & Reed’s commitment to financial planning and superior client service.
- Providing ongoing professional development and management of financial advisors, district managers and staff; building upon rapport with veteran financial advisors to further develop skills for garnering greater client success.
- Growing Waddell & Reed’s presence in the region by strategically increasing both the capacity of the sales division and number of new clients.
- Directing ongoing strategic leadership initiatives to further Waddell & Reed’s mission and vision.
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