Brian Addington, Cfp®

Brian Addington, Cfp® Email and Phone Number

Managing Director at RBC Wealth Management @ RBC Wealth Management
toronto, ontario, canada
Brian Addington, Cfp®'s Location
San Francisco Bay Area, United States
Brian Addington, Cfp®'s Contact Details

Brian Addington, Cfp® work email

Brian Addington, Cfp® personal email

n/a
About Brian Addington, Cfp®

We enjoy knowing our clients well both personally and financially.  They are our friends and family.Our team provides banking, investment management, wealth structuring and risk management advice and guidance to high net worth families and businesses.We use goals based wealth management and analysis to assist our clients with important life and financial decisions.Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Brian Addington, Cfp®'s Current Company Details
RBC Wealth Management

Rbc Wealth Management

View
Managing Director at RBC Wealth Management
toronto, ontario, canada
Website:
rbcwealthmanagement.com
Employees:
6359
Brian Addington, Cfp® Work Experience Details
  • Rbc Wealth Management
    Managing Director
    Rbc Wealth Management Apr 2023 - Present
    San Francisco Bay Area
    View
  • First Republic Private Wealth Management
    Managing Director
    First Republic Private Wealth Management Sep 2020 - Apr 2023
    San Francisco, California, United States
    View
  • Merrill Lynch Wealth Management
    Wealth Management Advisor, Senior Vice President
    Merrill Lynch Wealth Management Nov 2006 - Sep 2020
    View
  • Wells Fargo Securities, Llc
    Financial Advisor
    Wells Fargo Securities, Llc Mar 2001 - Nov 2006
  • Citibank
    Financial Executive
    Citibank Jun 1999 - Mar 2001
  • Morgan Stanley Dean Witter
    Financial Advisor
    Morgan Stanley Dean Witter Mar 1998 - Jun 1999
  • Merrill Lynch, Pierce, Fenner & Smith Inc.
    Associate Financial Consultant
    Merrill Lynch, Pierce, Fenner & Smith Inc. Nov 1996 - Jan 1998

Brian Addington, Cfp® Skills

Estate And Wealth Structuring Investment Management Risk Management

Brian Addington, Cfp® Education Details

  • The Wharton School
    The Wharton School
    Certificate Of Iep Completion Program
    View
  • Oroville High School
    Oroville High School
    High School
  • Woodbury University
    Woodbury University
    Bachelor'S Degree

Frequently Asked Questions about Brian Addington, Cfp®

What company does Brian Addington, Cfp® work for?

Brian Addington, Cfp® works for Rbc Wealth Management

What is Brian Addington, Cfp®'s role at the current company?

Brian Addington, Cfp®'s current role is Managing Director at RBC Wealth Management.

What is Brian Addington, Cfp®'s email address?

Brian Addington, Cfp®'s email address is ba****@****lic.com

What schools did Brian Addington, Cfp® attend?

Brian Addington, Cfp® attended The Wharton School, Oroville High School, Woodbury University.

What skills is Brian Addington, Cfp® known for?

Brian Addington, Cfp® has skills like Estate And Wealth Structuring, Investment Management, Risk Management.

Who are Brian Addington, Cfp®'s colleagues?

Brian Addington, Cfp®'s colleagues are Dave Beveridge, Lisa Ridout, Cswp, Daniel S. Heenan, Cfp®, Edith Remington, Shawn O'reilly, Awm, Lane Thomas, Cfp®, Joanna Bishop.

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