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, United States 8 work roles 3 schools
1 work email found @stewardwealthmanagement.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@stewardwealthmanagement.com
LinkedIn Profile matched
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Current company
Mercer Advisors
Role
Portfolio Consultant at Mercer Advisors
Location
Dallas-Fort Worth Metroplex, United States, 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 company with 413 employees, based in Dallas-Fort Worth Metroplex, United States, 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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{first_initial}{last}@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 →

CN Connor Nagelvoort Connor Nagelvoort Colleague at Mercer AdvisorsDenver Metropolitan Area, United States View → ES Ella Simmons Ella Simmons Colleague at Mercer AdvisorsMechanicsville, Virginia, United States, United States View → LH Lacy Hartzler Lacy Hartzler Colleague at Mercer AdvisorsAtlanta, Georgia, United States, United States View → JD Josh Degiorgi Josh Degiorgi Colleague at Mercer AdvisorsAcworth, Georgia, United States, United States View → DH Daniel Hood Daniel Hood Colleague at Mercer AdvisorsDenver, Colorado, United States, United States View → EM Emily M. Emily M. Colleague at Mercer AdvisorsUnited States, United States View → DW Draysen Wilson Draysen Wilson Colleague at Mercer AdvisorsKahului, Hawaii, United States, United States View → NC Nancy Coumou, Cfp® Nancy Coumou, Cfp® Colleague at Mercer AdvisorsSan Francisco Bay Area, United States View → RW Richard Weyers, Cfp Richard Weyers, Cfp Colleague at Mercer AdvisorsChester, New Jersey, United States, United States View → JD Jeff Dadamo Jeff Dadamo Colleague at Mercer AdvisorsAustin, Texas, United States, 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, 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 Connor Nagelvoort, Ella Simmons, Lacy Hartzler, Josh Degiorgi, and Daniel Hood.

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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