Please complete the CAPTCHA to continue
@alex-brown.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Brian C. Kaplan, Cfp® Jd is listed as Vice President & Client Advisor at Alex. Brown at Alex. Brown, a Division of Raymond James, a company 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.
This section adds company-level context without repeating Brian C. Kaplan, Cfp® Jd's masked contact details.
AeroLeads found 1 current-domain work email signal for Brian C. Kaplan, Cfp® Jd. Compare company email patterns before reaching out.
“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.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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.
Greenwich, CT
Provide wide ranging discretionary wealth management and sophisticated financial solutions to affluent clients and their interests.
Stamford, CT
Other employees you can reach at alex-brown.com. View company contacts for 365 employees →
Tristan Cooper, Aams™, Wms™
Colleague at Alex. Brown, A Division Of Raymond James
Greater Boston, United States
View →
SS
Steven Schneider, Cima®
Colleague at Alex. Brown, A Division Of Raymond James
Greenwich, Connecticut, United States, United States
View →
JS
Jeffrey Sloan, Cfp®, Aif®, Chfc®, Clu®
Colleague at Alex. Brown, A Division Of Raymond James
Greater Philadelphia, United States
View →
NS
Nadine Simons
Colleague at Alex. Brown, A Division Of Raymond James
Miami-Fort Lauderdale Area, United States
View →
RN
Rodrigo Novo De Oliveira
Colleague at Alex. Brown, A Division Of Raymond James
Miami, Florida, United States, United States
View →
KJ
Keith Jensen
Colleague at Alex. Brown, A Division Of Raymond James
Greater Chicago Area, United States
View →
VP
V. Paul Lisanke, Caia
Colleague at Alex. Brown, A Division Of Raymond James
Boston, Massachusetts, United States, United States
View →
NC
Nancy Ciampi
Colleague at Alex. Brown, A Division Of Raymond James
Boston, Massachusetts, United States, United States
View →
AB
Al Boris
Colleague at Alex. Brown, A Division Of Raymond James
Philadelphia, Pennsylvania, United States, United States
View →
SL
Saul Lola
Colleague at Alex. Brown, A Division Of Raymond James
Miami, Florida, United States, United States
View →
Quick answers generated from the profile data available on this page.
Brian C. Kaplan, Cfp® Jd works for Alex. Brown, a Division of Raymond James.
Brian C. Kaplan, Cfp® Jd is listed as Vice President & Client Advisor at Alex. Brown at Alex. Brown, a Division of Raymond James.
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.
Brian C. Kaplan, Cfp® Jd is based in Greenwich, Connecticut, United States while working with Alex. Brown, a Division of Raymond James.
Brian C. Kaplan, Cfp® Jd has worked for Alex. Brown, A Division Of Raymond James, Deutsche Bank, and Citigroup Global Markets, Inc.
Brian C. Kaplan, Cfp® Jd's colleagues at Alex. Brown, a Division of Raymond James include Tristan Cooper, Aams™, Wms™, Steven Schneider, Cima®, Jeffrey Sloan, Cfp®, Aif®, Chfc®, Clu®, Nadine Simons, and Rodrigo Novo De Oliveira.
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.
Brian C. Kaplan, Cfp® Jd holds Jurisprudence Doctorate from Western New England University School Of Law.
Brian C. Kaplan, Cfp® Jd is listed with skills including Investments, Portfolio Management, Equities, Capital Markets, Securities, Asset Management, Wealth Management, and Alternative Investments.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts