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Brett Bouchard Crpc® Email & Phone Number
Vice President, Wealth and Investment Planner
at
Bouchard Financial Group
1 work email found
@wellsfargoadvisors.com
2 phones found area 585
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Wealth and Investment Planner
Location
Pittsford, New York, United States
Who is Brett Bouchard Crpc®? Overview
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Quick answer
Brett Bouchard Crpc® is listed as Vice President, Wealth and Investment Planner at Bouchard Financial Group, based in Pittsford, New York, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 585, and a matched LinkedIn profile for Brett Bouchard Crpc®.
Brett Bouchard Crpc® previously worked as Financial Advisor at Bouchard Financial Group Of Wells Fargo Advisors Financial Network and Client Associate at Wells Fargo Advisors Financial Network. Brett Bouchard Crpc® holds Bachelor'S Degree, Accounting And Finance from Rochester Institute Of Technology.
Company email context
Email format at Bouchard Financial Group
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*@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Brett Bouchard Crpc®. Compare company email patterns before reaching out.
Profile bio
About Brett Bouchard Crpc®
As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals.It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs. The last thing you need in your busy life is a complex web of financial relationships. As a Bouchard Financial Group client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. I believe it’s a distinct advantage of working with one the world’s premier financial institutions. In helping you address your financial needs beyond investing.Please contact me by e-mail brett.bouchard@wfafinet.com or by Phone (585)586-1002. This information is intended for use by residents of FL, NH, NJ, and NY only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
Listed skills include Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, and 7 others.
Current workplace
Brett Bouchard Crpc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Bouchard Financial Group
AeroLeads page
5 roles
Brett Bouchard Crpc® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Bouchard Financial Group Of Wells Fargo Advisors Financial Network
Client Associate
Wells Fargo Advisors Financial Network
• Directly working with and learning from senior financial advisor with more than 30 years of experience• Gaining knowledge and terminology related to equity and fixed income markets• Receiving hands-on experience with portfolio management and investment planning for clientsWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Jun 2018 - Jan 2019
Marketing/ Distributor
Guglielmo Sauce Llc
• Working with small business owner/operator on marketing strategies to increase sales opportunities and social media presence• Reviewing and counseling company financials and customer accounts using Intuit• Distributing products to grocery stores throughout Upstate New York
May 2016 - Dec 2018
Intern
• Working with various research applications including Morningstar, Dorsey Wright, WFA• Receiving hands-on experience with portfolio management and financial planning for clients• Updated senior financial advisor’s website, biography and marketing materials
Jun 2017 - May 2018
1 education record
Brett Bouchard Crpc® education
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Rochester Institute Of Technology
FAQ
Frequently asked questions about Brett Bouchard Crpc®
Quick answers generated from the profile data available on this page.
What company does Brett Bouchard Crpc® work for?
Brett Bouchard Crpc® works for Bouchard Financial Group.
What is Brett Bouchard Crpc®'s role at Bouchard Financial Group?
Brett Bouchard Crpc® is listed as Vice President, Wealth and Investment Planner at Bouchard Financial Group.
What is Brett Bouchard Crpc®'s email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Brett Bouchard Crpc® at Bouchard Financial Group.
What is Brett Bouchard Crpc®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 585 for Brett Bouchard Crpc® at Bouchard Financial Group.
Where is Brett Bouchard Crpc® based?
Brett Bouchard Crpc® is based in Pittsford, New York, United States while working with Bouchard Financial Group.
What companies has Brett Bouchard Crpc® worked for?
Brett Bouchard Crpc® has worked for Bouchard Financial Group, Bouchard Financial Group Of Wells Fargo Advisors Financial Network, Wells Fargo Advisors Financial Network, Guglielmo Sauce Llc, and Wells Fargo Advisors.
How can I contact Brett Bouchard Crpc®?
You can use AeroLeads to view verified contact signals for Brett Bouchard Crpc® at Bouchard Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Brett Bouchard Crpc® attend?
Brett Bouchard Crpc® holds Bachelor'S Degree, Accounting And Finance from Rochester Institute Of Technology.
What skills is Brett Bouchard Crpc® known for?
Brett Bouchard Crpc® is listed with skills including Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Powerpoint, Minitab, Social Networking, and Social Media.
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