Brian Villec, CFP®, has a diverse work experience in the financial industry. Brian started their career at OppenheimerFunds as a Regional Sales Representative and was later promoted to Vice President, Regional Sales Manager. Afterward, they joined Nationwide, where they held various roles including Registered Representative, Regional Marketing Director, and Territory Sales Director for the Nationwide Financial Network. In 2016, they became an Adjunct Instructor at the University of Delaware - Lerner College of Business and Economics. In 2019, Brian joined Millennium Brokerage Group, LLC as a Regional Vice President and also started their own independent financial advisory firm called Villec Financial. With their extensive background in sales, marketing, and education, Brian Villec brings valuable expertise to their clients.
Brian Villec, CFP® holds a Master of Science (MS) degree in Management from The American College of Financial Services. Brian also obtained a BA in International Relations from the University of Delaware. In addition, Brian has a Certificate in Financial Planning from the University of Delaware. Brian has acquired several certifications, including RCC from the Worldwide Association of Business Coaches™ (WABC™) in 2018, CLTC (Certification for Long-Term Care) in 2016, and CFP from the CFP Board in 2009. Brian also holds certifications as an Investment Advisor Representative from TLG ADVISORS, INC., Registered Investment Advisor, and as a Registered Representative from The Leaders Group, Inc., Member FINRA/SIPC.
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