D.B. Geehan

D.B. Geehan Email and Phone Number

President & Founder @ Brenton Private Wealth Advisors
Suite 600, Fort Worth,TX 76102,United States
D.B. Geehan's Location
Fort Worth, Texas, United States, United States
D.B. Geehan's Contact Details

D.B. Geehan personal email

n/a
About D.B. Geehan

24 Years in Traditional Financial Planning and Wealth Management and 8 Years in Crypto.After a career on Wall Street, D.B. founded Brenton Private Wealth Advisors in February 2011 in Fort Worth, Texas. BRENTON is a fiduciary investment advisory firm that specializes in building "Simple. Elegant. Powerful." investment portfolios and financial planning solutions for people who are serious about their money -AND- serious about making the world a better place.Working in close partnership with a nationwide network of sophisticated tax, legal and banking professionals, and their client's own outside advisors, BRENTON custom builds solutions in the following areas: - Investing- Tax Planning- Retirement Income Planning- Wealth Protection- Estate Planning & Wealth Transfer- Philanthropic Planning & Impact InvestingBrenton Private Wealth Advisors focuses on turning client goals into reality, allowing our clients to focus their time and energy on the things in life that matter most to them; their family, their friends, their business, their health, their church, their community, their hobbies. Visit www.brentonwealth.com to learn more about our "Simple. Elegant. Powerful." strategies for building and protecting wealth.

D.B. Geehan's Current Company Details
Brenton Private Wealth Advisors

Brenton Private Wealth Advisors

View
President & Founder
Suite 600, Fort Worth,TX 76102,United States
Website:
brentonwealth.com
Employees:
1
D.B. Geehan Work Experience Details
  • Brenton Private Wealth Advisors
    President & Founder
    Brenton Private Wealth Advisors Feb 2011 - Present
    Fort Worth, Texas
    Investment advisory services offered through Independence Square Holdings LLC, a Registered Investment Advisor. Daniel B. Geehan is an Investment Advisor Representative of Independence Square Holdings LLC and the Managing Member of Brenton Private Wealth Advisors. Brenton Private Wealth Advisors is a separate entity from Independence Square Holdings LLC.
    View
  • R.F. Lafferty & Co., Inc.
    Senior Vp, Private Client Group
    R.F. Lafferty & Co., Inc. Oct 2006 - Nov 2010
    New York, Ny
    As head of the Private Client Group at R.F. Lafferty & Co., D.B. was responsible for overseeing the build out and delivery of sophisticated financial planning and investment management solutions for the firm's most affluent clientele.
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Sep 1999 - Oct 2006
    Poughkeepsie, Ny
    Primarily worked with near retirees, retirees and small business owners in the areas of investment management, income planning and insurance.
    View
  • Active International
    Director, New Business Development
    Active International Dec 1997 - Jan 1999
    Pearl River, Ny
    Worked to uncover distressed assets and corporate trade opportunities at Fortune 1000 companies in the Airline, Energy & Utilities and Computer Hardware Manufacturing industries through aggressive research and diligent phones sales.
    View

D.B. Geehan Skills

Retirement Planning Retirement Income Management Social Security Medicare 401k Investing 403 B 457 Plans Ira Rollovers Tax Management Roth Ira Conversions Managed Futures Personal Financial Planning Wealth Protection Trust Management 401k Design And Management Philanthropic Planning Estate Planning And Wealth Transfer Impact Investing Retirement Investment Management Wealth Strategic Financial Planning Iras Roth Ira Philanthropy Investments Securities Mutual Funds Wealth Management Finance

D.B. Geehan Education Details

Frequently Asked Questions about D.B. Geehan

What company does D.B. Geehan work for?

D.B. Geehan works for Brenton Private Wealth Advisors

What is D.B. Geehan's role at the current company?

D.B. Geehan's current role is President & Founder.

What is D.B. Geehan's email address?

D.B. Geehan's email address is db****@****ual.com

What schools did D.B. Geehan attend?

D.B. Geehan attended Calvin College, James I. O'neill High School.

What are some of D.B. Geehan's interests?

D.B. Geehan has interest in Children, Environment, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights.

What skills is D.B. Geehan known for?

D.B. Geehan has skills like Retirement Planning, Retirement Income Management, Social Security, Medicare, 401k Investing, 403 B, 457 Plans, Ira Rollovers, Tax Management, Roth Ira Conversions, Managed Futures, Personal Financial Planning.

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