Troy D. Brewer

Troy D. Brewer Email and Phone Number

Managing Partner, Owner and Founder - ClearPlan Wealth Management @ ClearPlan Wealth Management
Washington, DC, US
Troy D. Brewer's Location
Washington DC-Baltimore Area, United States
About Troy D. Brewer

Troy D. Brewer is a Managing Partner, Owner and Founder - ClearPlan Wealth Management at ClearPlan Wealth Management. He possess expertise in financial advisory, wealth preservation planning, finance, investments, investment strategies and 4 more skills.

Troy D. Brewer's Current Company Details
ClearPlan Wealth Management

Clearplan Wealth Management

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Managing Partner, Owner and Founder - ClearPlan Wealth Management
Washington, DC, US
Website:
raymondjames.com
Employees:
18734
Troy D. Brewer Work Experience Details
  • Clearplan Wealth Management
    Managing Partner, Owner And Founder - Clearplan Wealth Management
    Clearplan Wealth Management
    Washington, Dc, Us
    View
  • Clearplan Wealth Management
    Managing Partner, Owner / Founder - Clearplan Wealth Management
    Clearplan Wealth Management Sep 2022 - Present
    Towson, Maryland, United States
    For twenty years plus, I have helped clients address their financial concerns and develop sound retirement strategies by focusing on each individual's unique needs and goals. Specialties include: Investment Management, Retirement Planning and Estate Planning Strategies . With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. ClearPlan Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
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  • The Brewer Financial Consulting Group Of Wells Fargo Advisors
    Financial Advisor, Senior Vice President - Investment Officer
    The Brewer Financial Consulting Group Of Wells Fargo Advisors Nov 2010 - Sep 2022
    Baltimore, Maryland
    For twenty years plus, I have helped clients address their financial concerns and develop sound retirement strategies by focusing on each individual's unique needs and goals. Specialties include: Investment Management, Retirement Planning and Estate Planning Strategies . With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve.
  • Ubs
    Vice President - Investments
    Ubs Jun 2000 - Nov 2010
    Hunt Valley, Md
    View
  • Legg Mason
    Financial Advisor
    Legg Mason Jun 1994 - Jun 2000
    Hunt Valley, Md
    View
  • Northrop Grumman / Westinghouse
    Manufacturing Eng / Marketing Mgr
    Northrop Grumman / Westinghouse Jun 1985 - May 1994
    Linthicum, Md
    View
  • Aai Corporation
    Quality Assurance Supv
    Aai Corporation Jan 1983 - Jun 1985
    Hunt Valley, Md
    View

Troy D. Brewer Skills

Financial Advisory Wealth Preservation Planning Finance Investments Investment Strategies Strategic Planning Mutual Funds Asset Allocation Retirement Planning

Troy D. Brewer Education Details

Frequently Asked Questions about Troy D. Brewer

What company does Troy D. Brewer work for?

Troy D. Brewer works for Clearplan Wealth Management

What is Troy D. Brewer's role at the current company?

Troy D. Brewer's current role is Managing Partner, Owner and Founder - ClearPlan Wealth Management.

What schools did Troy D. Brewer attend?

Troy D. Brewer attended Loyola College In Maryland, University Of Maryland - College Park.

What are some of Troy D. Brewer's interests?

Troy D. Brewer has interest in Science And Technology, Education, Disaster And Humanitarian Relief.

What skills is Troy D. Brewer known for?

Troy D. Brewer has skills like Financial Advisory, Wealth Preservation Planning, Finance, Investments, Investment Strategies, Strategic Planning, Mutual Funds, Asset Allocation, Retirement Planning.

Who are Troy D. Brewer's colleagues?

Troy D. Brewer's colleagues are Adrienne Cliatt, M.s., Jin Jin Zhong, Stephanie Krebs, Phr, Shrm-Cp, Jason Williams, David Blend Jr., Elaisa Trendelman, Cpm®, Hccp®, Konstantin Kerekovski.

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