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Brent Barrett Blair is listed as Founder at Barrett Capital Advisory, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at capstonefn.com and a matched LinkedIn profile for Brent Barrett Blair.
Brent Barrett Blair previously worked as Founder + Wealth Advisor at Barrett Capital Advisory and Board Member & Investor at Smart Eye Technology®, Inc.. Brent Barrett Blair holds Bachelor'S Degree, Communication / Business from Mercer University.
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I provide total financial needs analysis through a team of experienced professionals with expertise in:• Advisory services• Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services I can offer comprehensive financial strategies and/or focus on one specific area of need. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Barrett Capital Adivsory and RFG Advisory are unaffiliated entities.I am licensed to sell insurance in: GA, AL, FL, CA, IL, MO, NY, OH, PA, TXI am licensed to sell securities in: GA, FL, NY, AL, VA, MO, TXI cannot communicate with, nor respond to requests from users who reside in jurisdictions where I am not licensed to conduct insurance and/or securities business.
Listed skills include Finance, Insurance, Strategic Planning, Employee Benefits, and 24 others.
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Atlanta, Georgia, United States
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Barrett Capital Adivsory and RFG Advisory are unaffiliated entities.
Greater Atlanta Area
https://smarteyetechnology.com/Smart Eye Technology helps secure documents by using biometrics such as iris, face, fingerprint and voice recognition to open documents. Once a document is open in our cloud-based application, continuous identification is used to verify the authorized user's iris and face every second the document is open. If an unauthorized person views the document, the document will shut down.
Atlanta, Georgia
• Guide clients through a proven financial planning process, creating priority-driven financial plans that ensure clients success in reaching their financial goals.• Generate new clients using a personal, face-to-face approach that builds trust and emphasizes personal service to the individual investor.• Present investment and financial planning seminars to clients and prospective clients.• Coordinate financial planning reviews with clients to maintain progress toward their financial goals, as well as for the purpose of building clients into brand ambassadors.• Conduct research on global markets to discover undervalued investments with reasonable prospects for long term sustainable growth.• Manage an office environment through collaboration with a personal assistant, ensuring smooth practice functionality.• Operate state-of-the-art wealth management software programs such as Morningstar, eMoney, and client relationship software such as Salesforce.
Greater Atlanta Area
Received in-depth financial and business development training.Managed and prioritized a candidate pipeline by following up with all candidate inquiries.Recommended investing products, including individual stocks and bonds, to suitable clients.
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Brent Barrett Blair works for Barrett Capital Advisory.
Brent Barrett Blair is listed as Founder at Barrett Capital Advisory.
AeroLeads has found 1 work email signal at @capstonefn.com for Brent Barrett Blair at Barrett Capital Advisory.
Brent Barrett Blair is based in Atlanta, Georgia, United States while working with Barrett Capital Advisory.
Brent Barrett Blair has worked for Barrett Capital Advisory, Smart Eye Technology®, Inc., Capstone Financial, and Edward Jones.
You can use AeroLeads to view verified contact signals for Brent Barrett Blair at Barrett Capital Advisory, including work email, phone, and LinkedIn data when available.
Brent Barrett Blair holds Bachelor'S Degree, Communication / Business from Mercer University.
Brent Barrett Blair is listed with skills including Finance, Insurance, Strategic Planning, Employee Benefits, Sales, Securities, Public Speaking, and Risk Management.
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