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Brian Welsh Email & Phone Number

Senior Financial Advisor at HBKS Wealth Advisors
Location: Philadelphia, Pennsylvania, United States 4 work roles 1 school
1 work email found @hbkswealth.com 1 phone found area 844 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email b****@hbkswealth.com
Direct phone (844) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
HBKS Wealth Advisors
Role
Senior Financial Advisor
Location
Philadelphia, Pennsylvania, United States
Company size
75 employees

Who is Brian Welsh? Overview

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Quick answer

Brian Welsh is listed as Senior Financial Advisor at HBKS Wealth Advisors, a company with 75 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at hbkswealth.com, phone signal with area code 844, and a matched LinkedIn profile for Brian Welsh.

Brian Welsh previously worked as Managing Director at Locust Capital Management and Financial Advisor at Wells Fargo Advisors, Llc. Brian Welsh holds Ba, English Language And Literature, General from Northwestern University.

Company email context

Email format at HBKS Wealth Advisors

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{first_initial}{last}@hbkswealth.com
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AeroLeads found 1 current-domain work email signal for Brian Welsh. Compare company email patterns before reaching out.

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Profile bio

About Brian Welsh

Brian Welsh is a Senior Financial Advisor at HBKS Wealth Advisors. He possess expertise in portfolio management, wealth management, management, finance, investment advisory and 3 more skills.

Listed skills include Portfolio Management, Wealth Management, Management, Finance, and 4 others.

Current workplace

Brian Welsh's current company

Company context helps verify the profile and gives searchers a useful next step.

HBKS Wealth Advisors
Hbks Wealth Advisors
Senior Financial Advisor
erie, pennsylvania, united states
Website
hbkswealth.com
Employees
75
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4 roles

Brian Welsh work experience

A career timeline built from the work history available for this profile.

Senior Financial Advisor

Current
Hbks Wealth Advisors

Greater Philadelphia Area

Oct 2017 - Present

Managing Director

Locust Capital Management

Greater Philadelphia Area

Locust Capital Management provides customized investment advisory solutions to individuals, families and small corporations. Locust Capital Management is able to eliminate the complexities of managing wealth for their clients. Locust Capital works with each client to develop a tailored investment policy to address client specific needs and requirements..

Feb 2013 - Sep 2017

Independent Options Marketmaker

Chicago Mercantile Exchange
Jan 2002 - Jan 2006
Team & coworkers

Colleagues at HBKS Wealth Advisors

Other employees you can reach at hbkswealth.com. View company contacts for 75 employees →

JH Jerry Hall Jerry Hall Colleague at Hbks Wealth Advisors Fredonia, New York, United States, United States View → SR Steven Rinn, Cfp® Steven Rinn, Cfp® Colleague at Hbks Wealth Advisors Erie, Pennsylvania, United States, United States View → WH Wwe Hbk Dx Wwe Hbk Dx Colleague at Hbks Wealth Advisors Sudan, Sudan View → SW Steven Weryha Steven Weryha Colleague at Hbks Wealth Advisors Waterford, Pennsylvania, United States, United States View → DW Denise Williams, Cfp ®, Cpa Denise Williams, Cfp ®, Cpa Colleague at Hbks Wealth Advisors Naples, Florida, United States, United States View → ZA Zachary Allegretti, Cfp® Zachary Allegretti, Cfp® Colleague at Hbks Wealth Advisors Erie, Pennsylvania, United States, United States View → ST Shirley Trefelner Shirley Trefelner Colleague at Hbks Wealth Advisors Pittsburgh, Pennsylvania, United States, United States View → NN Nolan Nuara Nolan Nuara Colleague at Hbks Wealth Advisors Erie, Pennsylvania, United States, United States View → JD Jennifer Di Lorenzo Jennifer Di Lorenzo Colleague at Hbks Wealth Advisors Naples, Florida, United States, United States View → AJ Anthony J. Scrocco, Cpa, Cfp® Anthony J. Scrocco, Cpa, Cfp® Colleague at Hbks Wealth Advisors Canfield, Ohio, United States, United States View →
1 education record

Brian Welsh education

FAQ

Frequently asked questions about Brian Welsh

Quick answers generated from the profile data available on this page.

What company does Brian Welsh work for?

Brian Welsh works for HBKS Wealth Advisors.

What is Brian Welsh's role at HBKS Wealth Advisors?

Brian Welsh is listed as Senior Financial Advisor at HBKS Wealth Advisors.

What is Brian Welsh's email address?

AeroLeads has found 1 work email signal at @hbkswealth.com for Brian Welsh at HBKS Wealth Advisors.

What is Brian Welsh's phone number?

AeroLeads has found 1 phone signal(s) with area code 844 for Brian Welsh at HBKS Wealth Advisors.

Where is Brian Welsh based?

Brian Welsh is based in Philadelphia, Pennsylvania, United States while working with HBKS Wealth Advisors.

What companies has Brian Welsh worked for?

Brian Welsh has worked for Hbks Wealth Advisors, Locust Capital Management, Wells Fargo Advisors, Llc, and Chicago Mercantile Exchange.

Who are Brian Welsh's colleagues at HBKS Wealth Advisors?

Brian Welsh's colleagues at HBKS Wealth Advisors include Jerry Hall, Steven Rinn, Cfp®, Wwe Hbk Dx, Steven Weryha, and Denise Williams, Cfp ®, Cpa.

How can I contact Brian Welsh?

You can use AeroLeads to view verified contact signals for Brian Welsh at HBKS Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Brian Welsh attend?

Brian Welsh holds Ba, English Language And Literature, General from Northwestern University.

What skills is Brian Welsh known for?

Brian Welsh is listed with skills including Portfolio Management, Wealth Management, Management, Finance, Investment Advisory, Wealth, Investments, and Options.

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