Brian Joiner work email
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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.
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AssociateHightower AdvisorsHouston, Tx, Us -
Director, Client AdvisorHightower Advisors Jun 2022 - PresentHouston, Texas Area -
AssociateHightower Advisors Sep 2018 - PresentHouston, Texas Area -
AssociateSalient Mar 2017 - Sep 2018Houston, 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
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Private Wealth Portfolio AnalystSalient Oct 2013 - Sep 2018Houston, 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
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Client Services ManagerSalient 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
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Client Services RepresentativeSalient May 2011 - Dec 2011Houston, Texas Area- Daily reconciliation of accounts- Processed intra-business account maintenance- Supported client service managers- Implemented transition to new custodial platform
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Associate PastorLiving 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
Brian Joiner Education Details
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Recreation, Park, And Tourism Sciences
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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Brian Joiner
Rockville, Md4corporatebrokers.com, gmail.com, corporatebrokers.com, finra.org
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