Brian Bollenbacher, Cfp®

Brian Bollenbacher, Cfp® Email and Phone Number

Partner, Waterstreet Financial, Investment Executive, RJFS at Raymond James @ Raymond James
st. petersburg, florida, united states
Brian Bollenbacher, Cfp®'s Location
Sandusky, Ohio, United States, United States
About Brian Bollenbacher, Cfp®

I made the career switch from capital markets to wealth management in order to follow my passion for relationship building and the opportunity to contribute towards clients reaching their financial/life goals. As a former Wall Street Analyst, I use my Equity Research background to support portfolio management and trading responsibilities for the Waterstreet Financial team, in addition to my client facing advisor responsibilities. I was named Partner in 2023. I was attracted to Waterstreet Financial due to their team based approach to financial planning, and client-centered investment process. Additionally, Raymond James, with whom we are partnered, offers resources to best service clients, as they are one of the largest independent financial service firms in the nation.

Brian Bollenbacher, Cfp®'s Current Company Details
Raymond James

Raymond James

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Partner, Waterstreet Financial, Investment Executive, RJFS at Raymond James
st. petersburg, florida, united states
Website:
raymondjames.com
Employees:
12938
Brian Bollenbacher, Cfp® Work Experience Details
  • Raymond James
    Partner, Waterstreet Financial, Investment Executive, Rjfs
    Raymond James Jul 2023 - Present
    Sandusky, Ohio, United States
    Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Waterstreet Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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  • Raymond James
    Account Executive, Waterstreet Financial, Financial Advisor, Rjfs
    Raymond James Jul 2020 - Jul 2023
    Financial Advisor, RJFSInvestment advisory services offered through Raymond James Financial Services Advisors, Inc.. Waterstreet Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
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  • Longbow Research
    Junior Equity Analyst
    Longbow Research Sep 2017 - Jun 2020
    Cleveland/Akron, Ohio Area
    • Cover publicly traded Industrial Distribution and Industrial Equipment & Technology companies• Former Coverage: Auto Suppliers, Tire Manufacturers, Automotive Retailer and Transportation / Logistics companies • Initiated on automotive coverage and built out tire and automotive retailer contact base from scratch• Responsible for creating deep-dive reports that lead to actionable calls on covered companies• Convey research insights and stock recommendations to clients• Create, maintain and forecast financial models• Conduct channel research through surveying senior management of companies in covered industry• Develop industry contacts and maintain relationships
  • Longbow Research
    Equity Research Associate
    Longbow Research Apr 2016 - Sep 2017
    Cleveland/Akron, Ohio Area
  • Nationwide Financial
    Img Account Analyst
    Nationwide Financial Jul 2015 - Feb 2016
    Columbus, Ohio Area
    • Analytical research on mutual funds held in Nationwide’s Variable Annuity, Destination Freedom+• Responsible for creating Attribution Reports for equity mutual funds • Creator and Gatekeeper of database that stores all Destination Freedom+ Investment Collateral for wholesalers use • Create Morningstar hypothetical illustrations and fund comparison mappings for wholesalers and advisers
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  • Sudsina & Associates, Llc - Financial Advisors
    Analyst / Intern
    Sudsina & Associates, Llc - Financial Advisors May 2013 - Jul 2015
    Cleveland/Akron, Ohio Area
    • Help schools and municipalities with their financing needs, using debt • Researched information to see if targets were eligible for bond refunding• Worked on projects that were to be presented to Standard & Poor’s and Moody’s• Obtained analytical experience working with various financial tools

Brian Bollenbacher, Cfp® Education Details

  • The Ohio State University
    The Ohio State University
    Graduate

Frequently Asked Questions about Brian Bollenbacher, Cfp®

What company does Brian Bollenbacher, Cfp® work for?

Brian Bollenbacher, Cfp® works for Raymond James

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

Brian Bollenbacher, Cfp®'s current role is Partner, Waterstreet Financial, Investment Executive, RJFS at Raymond James.

What schools did Brian Bollenbacher, Cfp® attend?

Brian Bollenbacher, Cfp® attended The Ohio State University.

Who are Brian Bollenbacher, Cfp®'s colleagues?

Brian Bollenbacher, Cfp®'s colleagues are Usha Randhawa, Justin Suire, Judy Darby, Mba, Stephanie Nichols, Kevin Rea, Mark Sederquist, Rylee King, Aams®.

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