Brian Whitfield is a Vice President and Financial Consultant with 25 years of wealth management experience, specializing in helping clients achieve their financial goals. Brian earned an MBA in Financial Planning from Xavier University and a BS in Financial Planning from Western Kentucky University. In 2006, Brian completed the CFP® designation, emphasizing a client-first approach in all business endeavors. Prior to the current role, Brian held positions at Fidelity Investments and Charles Schwab, contributing to a robust career in financial consulting.
This person is not in the org chart
This person is not in any teams
This person is not in any offices