Brian Whitaker Email & Phone Number
@nlria.com
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Who is Brian Whitaker? Overview
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Brian Whitaker is listed as Partner and Director of High Net Worth Advisory at Northern Lights Advisors Inc., a company with 4 employees, based in Seattle, Washington, United States. AeroLeads shows a work email signal at nlria.com and a matched LinkedIn profile for Brian Whitaker.
Brian Whitaker previously worked as Client Advisor at Laird Norton Wealth Management and Treasurer at Evangelical Covenant Church - North Pacific Conference. Brian Whitaker holds Ba, Economics from North Park University.
Email format at Northern Lights Advisors Inc.
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AeroLeads found 1 current-domain work email signal for Brian Whitaker. Compare company email patterns before reaching out.
About Brian Whitaker
CFP, Trust Officer and Client Advisor with over 27 years experience in the financial industry delivering comprehensive wealth management and strategic planning to high net worth clients. Advise a range of clients from entrepreneurs, family business owners, technology executives, doctors, and multi-generational inherited wealth.
Listed skills include Wealth Management, Retirement Planning, Wealth, Portfolio Management, and 14 others.
Brian Whitaker's current company
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Brian Whitaker work experience
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Client Advisor
CurrentLaird Norton Wealth Management is one of the Pacific Northwest's largest privately held wealthmanagement firms, with nearly $4 billion in assets under advisement. Brian manages client assets in excess of $300 million and develops close working relationships with clients to help identify their goals and values. We create comprehensive financial plans unique.
Treasurer
Current
Advisory Board - School Of Business And Non-Profit
Client Advisor
Responsible for managing client relationships, creating and presenting comprehensive financial plans, and managing investment portfolios. Leadership role with key emphasis on the development of policies, procedures, and systems to enable the firm to proactively serve clients.
Financial Consultant
Financial Consultant
Sale Representative
Brian Whitaker education
Frequently asked questions about Brian Whitaker
Quick answers generated from the profile data available on this page.
What company does Brian Whitaker work for?
Brian Whitaker works for Northern Lights Advisors Inc..
What is Brian Whitaker's role at Northern Lights Advisors Inc.?
Brian Whitaker is listed as Partner and Director of High Net Worth Advisory at Northern Lights Advisors Inc..
What is Brian Whitaker's email address?
AeroLeads has found 1 work email signal at @nlria.com for Brian Whitaker at Northern Lights Advisors Inc..
Where is Brian Whitaker based?
Brian Whitaker is based in Seattle, Washington, United States while working with Northern Lights Advisors Inc..
What companies has Brian Whitaker worked for?
Brian Whitaker has worked for Northern Lights Advisors Inc., Laird Norton Wealth Management, Evangelical Covenant Church - North Pacific Conference, North Park University, and Asa Advisors.
Who are Brian Whitaker's colleagues at Northern Lights Advisors Inc.?
Brian Whitaker's colleagues at Northern Lights Advisors Inc. include Stefan R. Persson, Cfp® and Kris Draper.
How can I contact Brian Whitaker?
You can use AeroLeads to view verified contact signals for Brian Whitaker at Northern Lights Advisors Inc., including work email, phone, and LinkedIn data when available.
What schools did Brian Whitaker attend?
Brian Whitaker holds Ba, Economics from North Park University.
What skills is Brian Whitaker known for?
Brian Whitaker is listed with skills including Wealth Management, Retirement Planning, Wealth, Portfolio Management, Finance, Financial Planning, Strategic Planning, and Financial Planners.
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