Brian D. Matlock
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Brian D. Matlock Email & Phone Number

Portfolio Consultant at Mercer Advisors at Mercer Advisors
Location: Dallas-Fort Worth Metroplex, United States 8 work roles 3 schools
1 work email found @stewardwealthmanagement.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@stewardwealthmanagement.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Mercer Advisors
Role
Portfolio Consultant at Mercer Advisors
Location
Dallas-Fort Worth Metroplex, United States
Company size
413 employees

Who is Brian D. Matlock? Overview

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Quick answer

Brian D. Matlock is listed as Portfolio Consultant at Mercer Advisors at Mercer Advisors, a with 413 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at stewardwealthmanagement.com and a matched LinkedIn profile for Brian D. Matlock.

Brian D. Matlock previously worked as Portfolio Consultant at Mercer Advisors and Trading & Operations at Steward Wealth Management. Brian D. Matlock holds Bba, Finance from Texas A&M University - Mays Business School.

Company email context

Email format at Mercer Advisors

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bmatlock@stewardwealthmanagement.com
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AeroLeads found 1 current-domain work email signal for Brian D. Matlock. Compare company email patterns before reaching out.

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Profile bio

About Brian D. Matlock

Brian D. Matlock is a Portfolio Consultant at Mercer Advisors at Mercer Advisors. He possess expertise in personal financial planning, investment advisory, tactical asset allocation, retirement planning, saving for education and 10 more skills.

Listed skills include Personal Financial Planning, Investment Advisory, Tactical Asset Allocation, Retirement Planning, and 11 others.

Current workplace

Brian D. Matlock's current company

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

Mercer Advisors
Mercer Advisors
Portfolio Consultant at Mercer Advisors
denver, colorado, united states
Website
merceradvisors.com
Employees
413
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Company profile
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8 roles

Brian D. Matlock work experience

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

Trading & Operations

Steward Wealth Management

Colleyville, Tx

May 2019 - Jul 2023

Investment Advisor Representative

Lpl Financial

Keller, Texas

Oct 2011 - Apr 2013

Accounting

Range Online Media An Iprospect Co.

Fort Worth, Tx

May 2010 - Aug 2010

5 Retail Relationship Management Titles In Financial Services

Fidelity Investments

Series 7 & 66.

Aug 1991 - Apr 2005
Team & coworkers

Colleagues at Mercer Advisors

Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →

DS Dustin Stiefel Dustin Stiefel Colleague at Mercer AdvisorsDallas-Fort Worth Metroplex, United States View → MF Meghan Frank, Mba Meghan Frank, Mba Colleague at Mercer AdvisorsUnited States View → EM Emily Messegee, Cfp® Emily Messegee, Cfp® Colleague at Mercer AdvisorsGolden, Colorado, United States View → PS Paul Seidman, Cfp® Crpc® Paul Seidman, Cfp® Crpc® Colleague at Mercer AdvisorsScottsdale, Arizona, United States View → BC Barry Cohen Barry Cohen Colleague at Mercer AdvisorsValley Stream, New York, United States View → MS Melinda Schlinsog Melinda Schlinsog Colleague at Mercer AdvisorsEvergreen, Colorado, United States View → PW Pamela Wade Godwin Pamela Wade Godwin Colleague at Mercer AdvisorsWilmington, Delaware, United States View → CW Craig Weidenfeller Craig Weidenfeller Colleague at Mercer AdvisorsDenver, Colorado, United States View → ES Emily Sipes, Cfp® Emily Sipes, Cfp® Colleague at Mercer AdvisorsGreater Cleveland, United States View → EN Ernest Neeley, Cfp® Ernest Neeley, Cfp® Colleague at Mercer AdvisorsHouston, Texas, United States View →
3 education records

Brian D. Matlock education

Education record

Lhhs
FAQ

Frequently asked questions about Brian D. Matlock

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

What company does Brian D. Matlock work for?

Brian D. Matlock works for Mercer Advisors.

What is Brian D. Matlock's role at Mercer Advisors?

Brian D. Matlock is listed as Portfolio Consultant at Mercer Advisors at Mercer Advisors.

What is Brian D. Matlock's email address?

AeroLeads has found 1 work email signal at @stewardwealthmanagement.com for Brian D. Matlock at Mercer Advisors.

Where is Brian D. Matlock based?

Brian D. Matlock is based in Dallas-Fort Worth Metroplex, United States while working with Mercer Advisors.

What companies has Brian D. Matlock worked for?

Brian D. Matlock has worked for Mercer Advisors, Steward Wealth Management, Td Ameritrade Institutional, Lpl Financial, and H.D. Vest Financial Services.

Who are Brian D. Matlock's colleagues at Mercer Advisors?

Brian D. Matlock's colleagues at Mercer Advisors include Dustin Stiefel, Meghan Frank, Mba, Emily Messegee, Cfp®, Paul Seidman, Cfp® Crpc®, and Barry Cohen.

How can I contact Brian D. Matlock?

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

What schools did Brian D. Matlock attend?

Brian D. Matlock holds Bba, Finance from Texas A&M University - Mays Business School.

What skills is Brian D. Matlock known for?

Brian D. Matlock is listed with skills including Personal Financial Planning, Investment Advisory, Tactical Asset Allocation, Retirement Planning, Saving For Education, Tax Management, Gifting Strategies, and Risk Management.

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