Brian Beattie, CFP®

Brian Beattie, CFP®

Financial Advisor

Followers of Brian Beattie, CFP®309 followers
location of Brian Beattie, CFP®West Palm Beach, Florida, United States

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  • Timeline

  • About me

    Senior Vice President-Investments at Wells Fargo Advisors

  • Education

    • University of Miami Business School

      2003 - 2007
      BBA Finance, Management, Marketing
  • Experience

    • Morgan Stanley Smith Barney

      Jun 2006 - Aug 2010
      Financial Advisor
    • Wells Fargo Advisors

      Aug 2010 - now
      Senior Vice President - Investments
  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER® certification

      Certified Financial Planner Board of Standards, Inc.
      Aug 2015
  • Honors & Awards

    • Awarded to Brian Beattie, CFP®
      Forbes Top Next-Gen Wealth Advisors Best in State in 2022-2024 - 2024 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the… Show more 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). See Disclosures: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm Show less