Brian Joiner

Brian Joiner Email and Phone Number

Associate @ Hightower Advisors
Houston, TX, US
Brian Joiner's Location
Houston, Texas, United States, United States
Brian Joiner's Contact Details

Brian Joiner personal email

About Brian Joiner

MY MISSION: To help entrepreneurs, business owners, and individuals make wise choices with their money during their lifetime. Whether they aspire to a work optional lifestyle, want to travel the world, or change the communities they live in, my mission is to help them reach their goals.HOW I DO IT: Our process makes sure no stone is left unturned to find optimal ways to make the most of their hard-earned wealth. By having a thorough exploration and discussion with my clients, I am able to use our process to create customized plans.WHAT MAKES ME DIFFERENT: First, not all advisors are fiduciaries, but I can proudly say I am a fiduciary. Also, my process allows me to discover the needs of my client, design a plan tailored to their distinct goals, and then deploy it in an efficient manner. Finally, I wake up every morning looking forward to my work. I love what I do, and helping others make the most of their wealth is my mission in life.READY TO TALK?Contact me to schedule a no-strings-attached review of your portfolioWebsite: http://hightowertexas.com/Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Brian Joiner's Current Company Details
Hightower Advisors

Hightower Advisors

View
Associate
Houston, TX, US
Employees:
22
Brian Joiner Work Experience Details
  • Hightower Advisors
    Associate
    Hightower Advisors
    Houston, Tx, Us
  • Hightower Advisors
    Director, Client Advisor
    Hightower Advisors Jun 2022 - Present
    Houston, Texas Area
  • Hightower Advisors
    Associate
    Hightower Advisors Sep 2018 - Present
    Houston, Texas Area
  • Salient
    Associate
    Salient Mar 2017 - Sep 2018
    Houston, Texas Area
    • 401(k) plan analysis (multi-level fee analysis, fund analysis, fund monitoring)• Financial Planning• Portfolio Asset Allocation Creation• Insurance Needs Analysis• Business Development
  • Salient
    Private Wealth Portfolio Analyst
    Salient Oct 2013 - Sep 2018
    Houston, Tx
    • 401(k) plan analysis (multi-level fee analysis, fund analysis, fund monitoring)• Production of detailed accurate reports on performance and operating statistics• Creation of concise, organized reports and presentation materials supporting internal and external business initiatives and regulatory reporting requirements• Development of periodic performance reviews and portfolio analysis for existing clients• Cash flow projections• Analysis of risk metrics in client portfolios• Generation of presentation materials for proposals to potential clients• Implementation of trades for clients' accounts
  • Salient
    Client Services Manager
    Salient May 2011 - Oct 2013
    • Reconciled various accounts on a daily, weekly, or monthly basis • Facilitated client/prospect events• Served as the go-to person for immediate client needs• Prepared presentations for clients and prospects• Quality checked paperwork for every new and existing client
  • Salient
    Client Services Representative
    Salient May 2011 - Dec 2011
    Houston, Texas Area
    - Daily reconciliation of accounts- Processed intra-business account maintenance- Supported client service managers- Implemented transition to new custodial platform
  • Living Stones Church
    Associate Pastor
    Living Stones Church Apr 2010 - Apr 2012
    • Designed strategy for assimilation of attendees• Created approach to small group studies• Conducted search for and hired musician• Assisted in the development of new website• Presented oral presentations on Sunday mornings

Brian Joiner Skills

Leadership Financial Analysis Microsoft Excel Portfolio Management Customer Service Investments Public Speaking Powerpoint Event Management Strategy Microsoft Office Teaching Newsletters Asset Allocation Asset Management Financial Modeling Analysis Management Financial Advisory Budgets Wealth Management Services

Brian Joiner Education Details

Frequently Asked Questions about Brian Joiner

What company does Brian Joiner work for?

Brian Joiner works for Hightower Advisors

What is Brian Joiner's role at the current company?

Brian Joiner's current role is Associate.

What is Brian Joiner's email address?

Brian Joiner's email address is br****@****ail.com

What is Brian Joiner's direct phone number?

Brian Joiner's direct phone number is +183245*****

What schools did Brian Joiner attend?

Brian Joiner attended Texas A&m University.

What are some of Brian Joiner's interests?

Brian Joiner has interest in Watching Sports, Teaching, Children, Design, Playing Sports, Investing, Learning, Education, Athletics, Human Rights.

What skills is Brian Joiner known for?

Brian Joiner has skills like Leadership, Financial Analysis, Microsoft Excel, Portfolio Management, Customer Service, Investments, Public Speaking, Powerpoint, Event Management, Strategy, Microsoft Office, Teaching.

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