Brian Boucher Email & Phone Number

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

Listed skills include Leadership, Customer Service, Training, Leadership Development, and 14 others.

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  University Of Mount Union

  Management