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Work Background
Cetera InvestorsSenior Wealth Manager
Jun. 2024Minneapolis, Minnesota, United States
Grey Duck Wealth ManagementOwner
Apr. 2022Minneapolis, Minnesota, United States
Equitable AdvisorsFinancial Advisor
Jun. 2020 - Jun. 2024Greater Minneapolis-St. Paul AreaBrianna is a financial professional and investment advisor representative with Equitable Advisors, including the Retirement Benefits Group and Dergalis Associates. Her goal is to help clients achieve financial security by defining, implementing, and maintaining full scale financial strategies including wealth accumulation, preservation, and protection, while managing risk to the client. Specialties: Assist individuals, families, and business owners in securing financial goals using:
- life insurance
-retirement planning strategies
-college savings strategies
-investments
-long term care strategies
-business planning strategies Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d
AXA Advisors, LLCFinancial Professional
Jan. 2011 - Jun. 2020
Banana RepublicSales Associate
Sep. 2008 - Apr. 2011
College Nannies & TutorsTutor/Nanny
Dec. 2007 - Jul. 2008ACT Prep Courses
Math Tutoring
General Nanny
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