Patrick Bria

Patrick Bria Email and Phone Number

Wealth Advisor at Tucker Bria Wealth Strategies, LLC
Patrick Bria's Location
Durham, North Carolina, United States, United States
Patrick Bria's Contact Details

Patrick Bria personal email

n/a
About Patrick Bria

Our team manages finances for a select group of clients in the eastern United States. Modeled after the “family office”, our client-centric practice strives to be the one phone call when major life events like retirement or separation, liquidity events, inheritance, or divorce occur. We work multi-generationally with families and business owners to try to map out a life plan for asset and liability management, income distribution, contingency protection, succession goals and legacy strategies.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Tucker Bria Wealth Strategies, LLC. 3100 Tower Boulevard, Suite 117, Durham, NC 27707, (919) 381-5780. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html”

Patrick Bria's Current Company Details

Wealth Advisor at Tucker Bria Wealth Strategies, LLC
Patrick Bria Work Experience Details
  • Wells Fargo Advisors, Llc
    Associate Vice President-Investments
    Wells Fargo Advisors, Llc Mar 2001 - Feb 2013
  • Ubs/Paine Webber
    Financial Advisor
    Ubs/Paine Webber 1999 - 2001
  • Duke Annual Fund
    Assistant Vice President, Development
    Duke Annual Fund 1994 - 1999

Patrick Bria Skills

Financial Planning Investments Portfolio Management Risk Assessment Risk Management Wealth Preservation Wealth Transfer Business Planning Small Business Succession Planning Retirement Planning 401k Rollovers Retirement Income Strategies Charitable Gift Planning Trusts College Education Planning 529 Plans Budgeting Stocks Bonds Mutual Funds Separately Managed Accounts Reit Hedge Funds Insurance Variable Annuities Fixed Annuities Indexed Annuities Iras Long Term Care Wealth Management Services High Net Worth Individuals

Patrick Bria Education Details

Frequently Asked Questions about Patrick Bria

What is Patrick Bria's role at the current company?

Patrick Bria's current role is Wealth Advisor at Tucker Bria Wealth Strategies, LLC.

What is Patrick Bria's email address?

Patrick Bria's email address is pa****@****ria.com

What schools did Patrick Bria attend?

Patrick Bria attended Duke University.

What skills is Patrick Bria known for?

Patrick Bria has skills like Financial Planning, Investments, Portfolio Management, Risk Assessment, Risk Management, Wealth Preservation, Wealth Transfer, Business Planning, Small Business, Succession Planning, Retirement Planning, 401k Rollovers.

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