Brent Hillerich, Cfp®

Brent Hillerich, Cfp® Email and Phone Number

Founding Partner at Crescent Wealth Partners + Founding Partner at Crescent Franchise Solutions @ Crescent Wealth Partners
sarasota, florida, united states
Brent Hillerich, Cfp®'s Location
Sarasota, Florida, United States, United States
Brent Hillerich, Cfp®'s Contact Details

Brent Hillerich, Cfp® work email

Brent Hillerich, Cfp® personal email

Brent Hillerich, Cfp® phone numbers

About Brent Hillerich, Cfp®

Brent Hillerich, Cfp® is a Founding Partner at Crescent Wealth Partners + Founding Partner at Crescent Franchise Solutions at Crescent Wealth Partners. He possess expertise in strategic planning, finance, financial planning, leadership, customer service and 1 more skills.

Brent Hillerich, Cfp®'s Current Company Details
Crescent Wealth Partners

Crescent Wealth Partners

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Founding Partner at Crescent Wealth Partners + Founding Partner at Crescent Franchise Solutions
sarasota, florida, united states
Employees:
8
Brent Hillerich, Cfp® Work Experience Details
  • Crescent Wealth Partners
    Founding Partner
    Crescent Wealth Partners Oct 2017 - Present
    Sarasota, Florida Area
    We have a passion for helping our clients make the most important financial decisions of their lives. Our focus is to help you grow, protect, and manage your wealth by developing customized solutions on your terms.Investment advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Crescent Wealth Partners and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba Crescent Wealth Partners unless a client service agreement is in place. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section.Third party posts on found on this profile do not reflect the views of NewEdge Advisors, LLC and have not been reviewed by NewEdge Advisors, LLC as the accuracy or completeness.
  • Crescent Franchise Solutions
    Founding Partner
    Crescent Franchise Solutions Jan 2015 - Present
    Sarasota, Florida
    We specialize in helping franchise owners meet varied financial and business goals, including the eventual transfer of the business, and we’re here to help you every step of the way.
  • Ameriprise Financial Advisors
    Private Wealth Advisor
    Ameriprise Financial Advisors Mar 2001 - Oct 2017
    Certified Financial Planner5674 Marquesas CircleSarasota, FL 34233941-923-3663http://www.brenthillerich.com
  • The Limited
    Senior Manager, Finance
    The Limited Oct 1999 - Feb 2001
  • Pizza Hut
    Finance Coach
    Pizza Hut Jun 1995 - Sep 1999
  • Yum! Brands
    Finance Coach
    Yum! Brands 1994 - 1998
  • Macy'S (Lazarus)
    Manager
    Macy'S (Lazarus) Jun 1992 - May 1995
    Worked in the Lazarus department headquarters in downtown Cincinnati.

Brent Hillerich, Cfp® Skills

Strategic Planning Finance Financial Planning Leadership Customer Service Coaching

Brent Hillerich, Cfp® Education Details

Frequently Asked Questions about Brent Hillerich, Cfp®

What company does Brent Hillerich, Cfp® work for?

Brent Hillerich, Cfp® works for Crescent Wealth Partners

What is Brent Hillerich, Cfp®'s role at the current company?

Brent Hillerich, Cfp®'s current role is Founding Partner at Crescent Wealth Partners + Founding Partner at Crescent Franchise Solutions.

What is Brent Hillerich, Cfp®'s email address?

Brent Hillerich, Cfp®'s email address is ba****@****hoo.com

What is Brent Hillerich, Cfp®'s direct phone number?

Brent Hillerich, Cfp®'s direct phone number is +194137*****

What schools did Brent Hillerich, Cfp® attend?

Brent Hillerich, Cfp® attended Wittenberg University, Woodbury High School.

What are some of Brent Hillerich, Cfp®'s interests?

Brent Hillerich, Cfp® has interest in Swimming, I Enjoy Cycling.

What skills is Brent Hillerich, Cfp® known for?

Brent Hillerich, Cfp® has skills like Strategic Planning, Finance, Financial Planning, Leadership, Customer Service, Coaching.

Who are Brent Hillerich, Cfp®'s colleagues?

Brent Hillerich, Cfp®'s colleagues are Dee Depadua, Stephen Coopersmith Cfp®, Cima®, Brian Grogan Crpc, Vita Basarab.

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