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Brian Boucher personal email
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Brian Boucher is a Wealth Management Advisor, Business & Estate Planning Specialist, Innovative Tax Strategy Expert, and Keynote Speaker, with nearly two decades of experience helping individuals and companies customize financial strategies and implementation plans that connect vision to long-term value. He is known for leading high-performance ‘best-of-the-best’ teams that serve diverse industries and clients—from family-owned and medium-to-large businesses, Fortune 100 brands, and non-profits, to executives, industry professionals, entrepreneurs, investors, and retirees. His personal mission: to positively impact people by helping them achieve their financial vision while avoiding financial regret. Brian is presently the Wealth Management Advisor & District Director at Northwestern Mutual, heading their downtown Cleveland office and customizing comprehensive and easy-to-understand financial planning, wealth management, executive benefits, and tax avoidance strategies. A career highlight was being selected to oversee the estate planning for some of the company’s highest profile clients. Another milestone is when his team was recognized among 8,000+ advisors for issuing the most financial plans. Goal-driven with a competitive growth mindset, Brian ranks in the Top 2% of the company’s advisors, and his firm is listed in the Top 10 Northwestern Mutual offices nationwide.Transformational leadership is part of Brian’s DNA, and he consistently leverages individual strengths, passion and potential to build better leaders—and better people. The result: synergistic and innovative teams rooted in values, conviction and empowerment. He spearheaded the company’s #1 internship program, is actively involved in various business mastermind groups, and is a member of Vistage, the world’s largest executive coaching organization. Brian holds a Bachelor’s degree in Business Management, and is a subject matter expert in wealth management strategy, executive benefits, succession planning, and retirement strategy. A charismatic communicator with a knack for engaging audiences, Brian is often invited to speak at industry events (including the annual Northwestern Mutual Conference) on the topics of leadership development and executive benefits. When he is not on land running a successful financial practice or delivering a keynote speech, Brian is likely somewhere at sea (Lake Erie, to be exact) coasting on a boat with his wife and three sons
Northwestern Mutual
View- Website:
- northwesternmutual.com
- Employees:
- 37473
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District DirectorNorthwestern MutualCleveland, Oh, Us
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Partner & Wealth Management Advisor - Lakefront Capital - Northwestern MutualLakefront Capital Jan 2022 - PresentCleveland, Ohio, Us -
District DirectorNorthwestern Mutual Oct 2011 - PresentMilwaukee, Wi, UsAs District Director, I focus on identifying, recruiting and developing frontline leaders, supports the creation and execution of the leadership development plan, coaches Financial Representatives in their first five years and work to improve the retention of our Financial Representatives. Visit our website to learn more about the Cleveland office and our career opportunities at www.nmfn-cleveland.com
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Field DirectorNorthwestern Mutual May 2010 - Oct 2011Milwaukee, Wi, Us
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College Unit DirectorNorthwestern Mutual Jan 2007 - May 2010Milwaukee, Wi, Us
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Financial RepresentativeNorthwestern Mutual May 2003 - Aug 2004Milwaukee, Wi, UsI rely not only on my own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Together, they can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let me know how I might be able to help you realize your vision for the future
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Financial Representative InternNorthwestern Mutual May 2003 - Aug 2004Milwaukee, Wi, Us
Brian Boucher Skills
Brian Boucher Education Details
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University Of Mount UnionManagement
Frequently Asked Questions about Brian Boucher
What company does Brian Boucher work for?
Brian Boucher works for Northwestern Mutual
What is Brian Boucher's role at the current company?
Brian Boucher's current role is District Director.
What is Brian Boucher's email address?
Brian Boucher's email address is brian.boucher@e.nm
What is Brian Boucher's direct phone number?
Brian Boucher's direct phone number is +133047*****
What schools did Brian Boucher attend?
Brian Boucher attended University Of Mount Union.
What are some of Brian Boucher's interests?
Brian Boucher has interest in Working Out, Attending Sporting Events, Church, Vacations, Dining Out, Spending Time With Family And Friends, Playing Cards.
What skills is Brian Boucher known for?
Brian Boucher has skills like Leadership, Customer Service, Training, Leadership Development, Team Building, Finance, Retirement Planning, Sales, Investments, Insurance, Coaching, Financial Planning.
Who are Brian Boucher's colleagues?
Brian Boucher's colleagues are Joe Johnson, Christopher Deleon, Cfp®, Chfc®, Colleen O'donoghue, Jordan Kaiser, Jason Johnson, Brent Goska, Michael Lewis Clu®, Chfc®, Ricp®.
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