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Brian C. Kaplan, Cfp® Jd Email & Phone Number

Vice President and Client Advisor at Alex. Brown, a Division of Raymond James
Location: Greenwich, Connecticut, United States 4 work roles 3 schools
1 work email found @alex-brown.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@alex-brown.com
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Current company
Alex. Brown, a Division of Raymond James
Role
Vice President and Client Advisor
Location
Greenwich, Connecticut, United States
Company size
365 employees

Who is Brian C. Kaplan, Cfp® Jd? Overview

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Quick answer

Brian C. Kaplan, Cfp® Jd is listed as Vice President and Client Advisor at Alex. Brown, a Division of Raymond James, a with 365 employees, based in Greenwich, Connecticut, United States. AeroLeads shows a work email signal at alex-brown.com and a matched LinkedIn profile for Brian C. Kaplan, Cfp® Jd.

Brian C. Kaplan, Cfp® Jd previously worked as Vice President & Client Advisor at Alex. Brown, A Division Of Raymond James and Vice President & Client Advisor at Deutsche Bank. Brian C. Kaplan, Cfp® Jd holds Jurisprudence Doctorate from Western New England University School Of Law.

Company email context

Email format at Alex. Brown, a Division of Raymond James

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*@alex-brown.com
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AeroLeads found 1 current-domain work email signal for Brian C. Kaplan, Cfp® Jd. Compare company email patterns before reaching out.

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Profile bio

About Brian C. Kaplan, Cfp® Jd

“Financial architecture to make your vision a reality”I have over 22 years of portfolio management experience advising private wealth and institutional clients. Previously, I was an attorney (now inactive status) in northern Connecticut engaged in the general practice of law. My philosophy is to perform ordinary tasks extraordinarily well, so you can count on an advocate who vigilantly guards your interests.

Listed skills include Investments, Portfolio Management, Equities, Capital Markets, and 6 others.

Current workplace

Brian C. Kaplan, Cfp® Jd's current company

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Alex. Brown, a Division of Raymond James
Alex. Brown, A Division Of Raymond James
Vice President and Client Advisor
new york, new york, united states
Website
alex-brown.com
Employees
365
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Company profile
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4 roles

Brian C. Kaplan, Cfp® Jd work experience

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

Vice President & Client Advisor

Alex. Brown, A Division Of Raymond James

Greenwich, Ct

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Alex Brown - A Division of Raymond James, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Vice President & Client Advisor

Deutsche Bank

Greenwich, Ct

Provide wide ranging discretionary wealth management and sophisticated financial solutions to affluent clients and their interests.

Feb 2007 - Aug 2016

Vice President - Investments

Citigroup Global Markets, Inc

Stamford, Ct

Sep 1995 - Feb 2007
Team & coworkers

Colleagues at Alex. Brown, a Division of Raymond James

Other employees you can reach at alex-brown.com. View company contacts for 365 employees →

MM Margaret Mcdonagh Margaret Mcdonagh Colleague at Alex. Brown, A Division Of Raymond JamesNew York City Metropolitan Area, United States View → MD Michael David Michael David Colleague at Alex. Brown, A Division Of Raymond JamesNew York City Metropolitan Area, United States View → CO Chase O'Malley, Cfa Chase O'Malley, Cfa Colleague at Alex. Brown, A Division Of Raymond JamesSt Petersburg, Florida, United States View → PS Parker Sheffield Parker Sheffield Colleague at Alex. Brown, A Division Of Raymond JamesGreensboro--Winston-Salem--High Point Area, United States View → FB Frank Brodsky Frank Brodsky Colleague at Alex. Brown, A Division Of Raymond JamesWynnewood, Pennsylvania, United States View → BK Barbara Kositchek Barbara Kositchek Colleague at Alex. Brown, A Division Of Raymond JamesGreater Chicago Area, United States View → RJ Rafael J. Santandreu Rafael J. Santandreu Colleague at Alex. Brown, A Division Of Raymond JamesNew York, United States View → AA Adam Artiano Adam Artiano Colleague at Alex. Brown, A Division Of Raymond JamesNew York City Metropolitan Area, United States View → VJ Vanessa Jennings Vanessa Jennings Colleague at Alex. Brown, A Division Of Raymond JamesSan Francisco, California, United States View → DS Dener Souza Dener Souza Colleague at Alex. Brown, A Division Of Raymond JamesMiami, Florida, United States View →
3 education records

Brian C. Kaplan, Cfp® Jd education

Education record

Suffield Academy
FAQ

Frequently asked questions about Brian C. Kaplan, Cfp® Jd

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

What company does Brian C. Kaplan, Cfp® Jd work for?

Brian C. Kaplan, Cfp® Jd works for Alex. Brown, a Division of Raymond James.

What is Brian C. Kaplan, Cfp® Jd's role at Alex. Brown, a Division of Raymond James?

Brian C. Kaplan, Cfp® Jd is listed as Vice President and Client Advisor at Alex. Brown, a Division of Raymond James.

What is Brian C. Kaplan, Cfp® Jd's email address?

AeroLeads has found 1 work email signal at @alex-brown.com for Brian C. Kaplan, Cfp® Jd at Alex. Brown, a Division of Raymond James.

Where is Brian C. Kaplan, Cfp® Jd based?

Brian C. Kaplan, Cfp® Jd is based in Greenwich, Connecticut, United States while working with Alex. Brown, a Division of Raymond James.

What companies has Brian C. Kaplan, Cfp® Jd worked for?

Brian C. Kaplan, Cfp® Jd has worked for Alex. Brown, A Division Of Raymond James, Deutsche Bank, and Citigroup Global Markets, Inc.

Who are Brian C. Kaplan, Cfp® Jd's colleagues at Alex. Brown, a Division of Raymond James?

Brian C. Kaplan, Cfp® Jd's colleagues at Alex. Brown, a Division of Raymond James include Margaret Mcdonagh, Michael David, Chase O'Malley, Cfa, Parker Sheffield, and Frank Brodsky.

How can I contact Brian C. Kaplan, Cfp® Jd?

You can use AeroLeads to view verified contact signals for Brian C. Kaplan, Cfp® Jd at Alex. Brown, a Division of Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Brian C. Kaplan, Cfp® Jd attend?

Brian C. Kaplan, Cfp® Jd holds Jurisprudence Doctorate from Western New England University School Of Law.

What skills is Brian C. Kaplan, Cfp® Jd known for?

Brian C. Kaplan, Cfp® Jd is listed with skills including Investments, Portfolio Management, Equities, Capital Markets, Securities, Asset Management, Wealth Management, and Alternative Investments.

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