Wealth Manager
Current
Dec 2022 - Present
AeroLeads people directory · profile
Brian Tullio Email & Phone Number
Wealth Manager
at
Fairway Wealth Management LLC
1 work email found
@fairwaywealth.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Wealth Manager
Location
Greater Cleveland, United States, United States
Company size
Who is Brian Tullio? Overview
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Quick answer
Brian Tullio is listed as Wealth Manager at Fairway Wealth Management LLC, a company with 13 employees, based in Greater Cleveland, United States, United States. AeroLeads shows a work email signal at fairwaywealth.com and a matched LinkedIn profile for Brian Tullio.
Brian Tullio previously worked as Associate Wealth Manager at Fairway Wealth Management Llc and Associate Director, Gift Planning at Cleveland Clinic. Brian Tullio holds Ll.M In Taxation from Capital University Law School.
Company email context
Email format at Fairway Wealth Management LLC
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{first_initial}{last}@fairwaywealth.com
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AeroLeads found 1 current-domain work email signal for Brian Tullio. Compare company email patterns before reaching out.
Profile bio
About Brian Tullio
I am a wealth management professional adept at providing independent and objective counsel to high-net worth individuals and families. Passionate about building long-term relationships, I enjoy partnering with clients to help them achieve and maintain financial success. My demonstrated experience and unique professional expertise enable me to provide the sophisticated advice and planning needed to assist clients in managing their wealth.
Listed skills include Legal Research, Legal Writing, Tax, Public Speaking, and 13 others.
Current workplace
Brian Tullio's current company
Company context helps verify the profile and gives searchers a useful next step.
Fairway Wealth Management Llc
8 roles
Brian Tullio work experience
A career timeline built from the work history available for this profile.
Associate Wealth Manager
My role focuses on providing unbiased, comprehensive counsel to clients to help them manage their entire personal wealth enterprise. Although the process is uniquely tailored for each client, it typically involves tax and estate planning, portfolio management, cash flow planning, and ultimately improving the control and predictability over their money and.
Mar 2020 - Dec 2022
Associate Director, Gift Planning
Sep 2018 - Mar 2020
Assistant Director, Gift Planning
Provided tax and legal counsel to secure planned gifts supporting the Cleveland Clinic Health System. Developed and communicated charitable giving strategies to donors and organizational leaders that provided optimal impact to the organization and maximum tax benefit to the donor. Raised meaningful financial support for ongoing charitable campaign.
Jan 2016 - Aug 2018
Associate Tax Attorney
Corsaro & Associates, Co., Lpa
Prepared complex federal and state income tax returns, as well as estate and gift tax returns. Drafted wills, trusts, transactional documents, and IRS and client correspondence. Provided written legal guidance pertaining to various estate, tax, and wealth planning strategies.
May 2014 - Dec 2015
Law Clerk
Longo And Associates Co., L.P.A.
Prepared civil law motions and contributed to discovery process for several proceedings.
Nov 2013 - Dec 2013
Law Clerk
Assisted attorneys in drafting estate documents and providing legal research promoting income and transfer tax minimization, as well as promoting beneficial estate arrangements to meet long-term goals.
May 2011 - Aug 2011
Legal Intern
Richards And Associates, P.C
Completed numerous legal research projects involving the areas of contract, real estate, personal injury, commercial leasing and banking.Filed and received numerous legal documents and letters from the Erie County Courthouse.
Jun 2010 - Aug 2010
Team & coworkers
Colleagues at Fairway Wealth Management LLC
Other employees you can reach at fairwaywealth.com. View company contacts for 13 employees →
SR
Susan Rice
Colleague at Fairway Wealth Management Llc
Independence, Ohio, United States, United States
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ER
Erica Robinson
Colleague at Fairway Wealth Management Llc
Tyler, Texas, United States, United States
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DP
Dina Powers
Colleague at Fairway Wealth Management Llc
Greater Cleveland, United States
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BK
Benjamin Karlo
Colleague at Fairway Wealth Management Llc
Akron, Ohio, United States, United States
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_G
_Matthew Garrott
Colleague at Fairway Wealth Management Llc
Independence, Ohio, United States, United States
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JY
Jake Yeager
Colleague at Fairway Wealth Management Llc
Westlake, Ohio, United States, United States
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LR
Laura Reifschneider
Colleague at Fairway Wealth Management Llc
Independence, Ohio, United States, United States
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CM
Chris Martin, Cfp®
Colleague at Fairway Wealth Management Llc
Northfield, Ohio, United States, United States
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SH
Shawn Hapanowicz
Colleague at Fairway Wealth Management Llc
Greater Cleveland, United States
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Susan Rice
Colleague at Fairway Wealth Management Llc
Independence, Ohio, United States, United States
View →
ER
Erica Robinson
Colleague at Fairway Wealth Management Llc
Tyler, Texas, United States, United States
View →
DP
Dina Powers
Colleague at Fairway Wealth Management Llc
Greater Cleveland, United States
View →
BK
Benjamin Karlo
Colleague at Fairway Wealth Management Llc
Akron, Ohio, United States, United States
View →
_G
_Matthew Garrott
Colleague at Fairway Wealth Management Llc
Independence, Ohio, United States, United States
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JY
Jake Yeager
Colleague at Fairway Wealth Management Llc
Westlake, Ohio, United States, United States
View →
LR
Laura Reifschneider
Colleague at Fairway Wealth Management Llc
Independence, Ohio, United States, United States
View →
CM
Chris Martin, Cfp®
Colleague at Fairway Wealth Management Llc
Northfield, Ohio, United States, United States
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SH
Shawn Hapanowicz
Colleague at Fairway Wealth Management Llc
Greater Cleveland, United States
View →
4 education records
Brian Tullio education
Ll.M In Taxation
Juris Doctorate, J.D.
Bs In Business Administration, Finance
High School Diploma With Honors
College Preparatory, Cathedral Preparatory School
FAQ
Frequently asked questions about Brian Tullio
Quick answers generated from the profile data available on this page.
What company does Brian Tullio work for?
Brian Tullio works for Fairway Wealth Management LLC.
What is Brian Tullio's role at Fairway Wealth Management LLC?
Brian Tullio is listed as Wealth Manager at Fairway Wealth Management LLC.
What is Brian Tullio's email address?
AeroLeads has found 1 work email signal at @fairwaywealth.com for Brian Tullio at Fairway Wealth Management LLC.
Where is Brian Tullio based?
Brian Tullio is based in Greater Cleveland, United States, United States while working with Fairway Wealth Management LLC.
What companies has Brian Tullio worked for?
Brian Tullio has worked for Fairway Wealth Management Llc, Cleveland Clinic, Corsaro & Associates, Co., Lpa, Longo And Associates Co., L.P.A., and Knox Mclaughlin Gornall & Sennett, P.C..
Who are Brian Tullio's colleagues at Fairway Wealth Management LLC?
Brian Tullio's colleagues at Fairway Wealth Management LLC include Susan Rice, Erica Robinson, Dina Powers, Benjamin Karlo, and _Matthew Garrott.
How can I contact Brian Tullio?
You can use AeroLeads to view verified contact signals for Brian Tullio at Fairway Wealth Management LLC, including work email, phone, and LinkedIn data when available.
What schools did Brian Tullio attend?
Brian Tullio holds Ll.M In Taxation from Capital University Law School.
What skills is Brian Tullio known for?
Brian Tullio is listed with skills including Legal Research, Legal Writing, Tax, Public Speaking, Income Tax, Estate Planning, Nonprofit Organizations, and Tax Advisory.
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