Brianna Mcclain

Brianna Mcclain Email and Phone Number

Owner at Grey Duck Wealth Management @ Grey Duck Wealth Management
Brianna Mcclain's Location
Minneapolis, Minnesota, United States, United States
Brianna Mcclain's Contact Details

Brianna Mcclain work email

Brianna Mcclain personal email

n/a
About Brianna Mcclain

Brianna is the owner and founder of Grey Duck Wealth Management. Her goal is to help clients achieve financial security by defining, implementing, and maintaining full scale financial plans including wealth accumulation, preservation, and protection, while managing risk to the client. Specialties: Assist individuals, families and businesses secure financial goals using:- Life insurance- Retirement Planning Strategies- College Savings Strategies- Investments- Long Term Care Strategies- Business Planning StrategiesCetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC." and the registered address 7301 OHMS LANE, SUITE 460, EDINA, MN 55439

Brianna Mcclain's Current Company Details
Grey Duck Wealth Management

Grey Duck Wealth Management

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Owner at Grey Duck Wealth Management
Brianna Mcclain Work Experience Details
  • Grey Duck Wealth Management
    Owner
    Grey Duck Wealth Management Apr 2022 - Present
    View
  • Cetera Investors
    Senior Wealth Manager
    Cetera Investors Jun 2024 - Present
    Glen Allen, Virginia, Us
    View
  • Equitable Advisors
    Financial Advisor
    Equitable Advisors Jun 2020 - Jun 2024
    Brianna is a financial professional and investment advisor representative with Equitable Advisors, including the Retirement Benefits Group and Dergalis Associates. Her goal is to help clients achieve financial security by defining, implementing, and maintaining full scale financial strategies including wealth accumulation, preservation, and protection, while managing risk to the client.Specialties: Assist individuals, families, and business owners in securing financial goals using:- life insurance-retirement planning strategies-college savings strategies-investments-long term care strategies-business planning strategiesEquitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d
    View
  • Axa Advisors, Llc
    Financial Professional
    Axa Advisors, Llc Jan 2011 - Jun 2020
    New York, Ny, Us
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  • Banana Republic
    Sales Associate
    Banana Republic Sep 2008 - Apr 2011
    San Francisco, Ca, Us
    View
  • College Nannies & Tutors
    Tutor/Nanny
    College Nannies & Tutors Dec 2007 - Jul 2008
    Broomfield, Co, Us
    ACT Prep CoursesMath TutoringGeneral Nanny
    View

Brianna Mcclain Skills

Wealth Management Customer Service Financial Planning Investment Services Investment Planning Business Succession Planning And Strategies Executive Benefits Planning Education Planning Strategies Long Term Care Planning Strategies Estate Planning Strategies Retirement Planning Investment Advisory Services Annuity Services Tax Deferred Investment Planning Tax Efficient Investing Strategies Client Education Pension Distribution Planning Ira Distribution Planning Risk Management Estate Conservation Strategies 401k Distribution Planning

Brianna Mcclain Education Details

  • University Of Minnesota - Carlson School Of Management
    University Of Minnesota - Carlson School Of Management
    Business And Finance
  • Kaplan University
    Kaplan University
    And Accident Insurance Licenses

Frequently Asked Questions about Brianna Mcclain

What company does Brianna Mcclain work for?

Brianna Mcclain works for Grey Duck Wealth Management

What is Brianna Mcclain's role at the current company?

Brianna Mcclain's current role is Owner at Grey Duck Wealth Management.

What is Brianna Mcclain's email address?

Brianna Mcclain's email address is br****@****ble.com

What schools did Brianna Mcclain attend?

Brianna Mcclain attended University Of Minnesota - Carlson School Of Management, Kaplan University.

What are some of Brianna Mcclain's interests?

Brianna Mcclain has interest in Children.

What skills is Brianna Mcclain known for?

Brianna Mcclain has skills like Wealth Management, Customer Service, Financial Planning, Investment Services, Investment Planning, Business Succession Planning And Strategies, Executive Benefits Planning, Education Planning Strategies, Long Term Care Planning Strategies, Estate Planning Strategies, Retirement Planning, Investment Advisory Services.

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