Managing Partner
Current
Three Peaks Wealth Management
Investment Strategy & Portfolio Management
May 2021 - Present
AeroLeads people directory · profile
Brian Weese Email & Phone Number
Managing Partner
at
Three Peaks Wealth Management
1 work email found
@wachoviasec.com
1 phone found area 314
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Three Peaks Wealth Management
Role
Managing Partner
Location
Farmington, Utah, United States
Who is Brian Weese? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Brian Weese is listed as Managing Partner at Three Peaks Wealth Management, based in Farmington, Utah, United States. AeroLeads shows a work email signal at wachoviasec.com, phone signal with area code 314, and a matched LinkedIn profile for Brian Weese.
Brian Weese previously worked as First Vice President - Investment Officer, Fundamental Choice Portfolio Manager at at Wells Fargo Advisors and First Vice President - Financial Advisor at Ubs. Brian Weese holds Bachelor Of Science (Bs), Finance, General from Weber State University.
Company email context
Email format at Three Peaks Wealth Management
This section adds company-level context without repeating Brian Weese's masked contact details.
{first}.{last}@wachoviasec.com
86% confidence
AeroLeads found 1 current-domain work email signal for Brian Weese. Compare company email patterns before reaching out.
Profile bio
About Brian Weese
1. Opinions and comments expressed by LinkedIn Members are those or the persons asubmitting them and do not necessarily represent the views of the creator of this profile or their firm.2. This information is intended for use only by residents of AZ, CA, CO, FL, ID, KS, MD, MT, NV, NY, NJ, OR, SC, TX, UT, WA & WY.
Listed skills include Investments, Asset Allocation, Retirement, Retirement Planning, and 7 others.
Current workplace
Brian Weese's current company
Company context helps verify the profile and gives searchers a useful next step.
Three Peaks Wealth Management
5 roles
Brian Weese work experience
A career timeline built from the work history available for this profile.
First Vice President - Investment Officer, Fundamental Choice Portfolio Manager At
I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. Wells Fargo Advisors is a trade name.
Feb 2008 - May 2021
First Vice President - Financial Advisor
Relocated team to initialize a full time technology center and utilize bank lending. Team leader of 8 financial professionals specializing in asset allocation of equity, fixed income, hedge funds, and structured products.
Oct 2006 - Jan 2008
First Vice President - Financial Consultant
Senior Portfolio Specialist for Consulting Group. Started the Rocky Mountain Group, a team of five financial professionals managing high net work and institutional assets. Specialized in quantitative analysis with specialized software.
Sep 1990 - Oct 2007
Sergeant - Patrol/Paramedic Division
Davis County Sheriff'S Office
Supervisor for the Davis County Sheriff's Paramedic Program with extensive experience in criminal investigations.
Feb 1982 - May 1991
2 education records
Brian Weese education
Bachelor Of Science (Bs), Finance, General
Associate Of Science (As), Emergency Care And Rescue (Paramedic)
FAQ
Frequently asked questions about Brian Weese
Quick answers generated from the profile data available on this page.
What company does Brian Weese work for?
Brian Weese works for Three Peaks Wealth Management.
What is Brian Weese's role at Three Peaks Wealth Management?
Brian Weese is listed as Managing Partner at Three Peaks Wealth Management.
What is Brian Weese's email address?
AeroLeads has found 1 work email signal at @wachoviasec.com for Brian Weese at Three Peaks Wealth Management.
What is Brian Weese's phone number?
AeroLeads has found 1 phone signal(s) with area code 314 for Brian Weese at Three Peaks Wealth Management.
Where is Brian Weese based?
Brian Weese is based in Farmington, Utah, United States while working with Three Peaks Wealth Management.
What companies has Brian Weese worked for?
Brian Weese has worked for Three Peaks Wealth Management, Wells Fargo Advisors, Ubs, Morgan Stanley Smith Barney, and Davis County Sheriff'S Office.
How can I contact Brian Weese?
You can use AeroLeads to view verified contact signals for Brian Weese at Three Peaks Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Brian Weese attend?
Brian Weese holds Bachelor Of Science (Bs), Finance, General from Weber State University.
What skills is Brian Weese known for?
Brian Weese is listed with skills including Investments, Asset Allocation, Retirement, Retirement Planning, Investment Strategies, Mutual Funds, Alternative Investments, and Bonds.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Brian Weese you were looking for.
View similar profiles
