Brian Orol

Brian Orol Email and Phone Number

Strategic Wealth Management, Inc @ Strategic Wealth Management, Inc
6267 SW 14th St, West Miami,Florida,United States
Brian Orol's Location
Raleigh, North Carolina, United States, United States
Brian Orol's Contact Details

Brian Orol personal email

n/a
About Brian Orol

Strategic Wealth Management takes our clients through a disciplined process. We start with a financial plan that surfaces important issues, address the top three and then follow-up with the other issues. We utilize a network of other professionals to help meet our clients needs, such as business and estate attorneys. As part of our financial plan we create an Investor Policy Statement and then design, implement and manage our clients customized portfolio. Strategic Wealth Management is accepting new clients.Branch Manager, Raymond James Financial Services, IncFor important disclosure information please see "Social Media Disclosure" link" in the "Social Media Section"

Brian Orol's Current Company Details
Strategic Wealth Management, Inc

Strategic Wealth Management, Inc

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Strategic Wealth Management, Inc
6267 SW 14th St, West Miami,Florida,United States
Website:
synovus.com/personal/plan-and-invest/investment-services
Employees:
1
Brian Orol Work Experience Details
  • Strategic Wealth Management, Inc
    Wealth Manager, Strategic Wealth Management, Inc
    Strategic Wealth Management, Inc Nov 2002 - Present
    Strategic Wealth ManagementWe serve successful individuals, retirees, and small business owners, including professional practices, by working together to create comprehensive financial solutions. Focus on designing customized portfolios and managing these with an active approach; legacy and estate planning; cash management solutions.Strategic Wealth Management is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.Securities offered through Raymond James Financial Services, Inc.member FINRA/SIPC
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  • Finra
    Arbitrator
    Finra 2002 - 2015
    View
  • Jewish Federation Of Wake County
    Foundation Committee Chair
    Jewish Federation Of Wake County 2011 - 2014
  • Lumpys Ice Cream
    Consultant
    Lumpys Ice Cream Jan 2005 - Jun 2011
    Lumpy's Ice Cream makes delicious, all natural home made ice cream and serves it to our customers in the Triangle area of North Carolina.
  • Ewh
    Bd Member
    Ewh 2006 - 2010
  • Strategic Financial Planning, Inc
    Financial Advisor And Certified Financial Planner™
    Strategic Financial Planning, Inc Jun 1998 - Nov 2002
    Worked with families, individuals and small businesses to assess their current financial plan and create a updated financial and investment management plan focused on their short term and retirement needs.
  • Financial Network Investment Corporation
    Financial Advisor
    Financial Network Investment Corporation Jan 1995 - Jun 1998
    Served as a Financial Advisor and as a Certified Financial Planner for families and individuals.
  • Hkm A Burger King Franchisee
    Director Of Operations/ District Manager
    Hkm A Burger King Franchisee 1981 - 1991
    California Central Coast
    A decade of effective business training including store manager, district manager and director of operations for growing Burger King Franchisee. Store growth from 4 to 19.Served as point person for HR issues, negotiations with vendors, Workers Compensation and Unemployment Claims, various City Council and Gov't Entities for zoning issues.

Brian Orol Skills

Strategic Financial Planning Strategic Planning Management Mergers And Acquisitions Policy Program Management Contract Negotiation Mergers Public Speaking

Brian Orol Education Details

Frequently Asked Questions about Brian Orol

What company does Brian Orol work for?

Brian Orol works for Strategic Wealth Management, Inc

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

Brian Orol's current role is Strategic Wealth Management, Inc.

What is Brian Orol's email address?

Brian Orol's email address is br****@****fpg.com

What schools did Brian Orol attend?

Brian Orol attended College Of Financial Planning, University At Albany, Suny.

What skills is Brian Orol known for?

Brian Orol has skills like Strategic Financial Planning, Strategic Planning, Management, Mergers And Acquisitions, Policy, Program Management, Contract Negotiation, Mergers, Public Speaking.

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