Brian Falconer
President & CEO at Wealth Management Resource Group | Braintree, Massachusetts, United States
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Brian Falconer serves as the President and CEO of Wealth Management Resource Group (WMRG), where he leverages his extensive experience in financial services to drive innovation and growth within the organization. Under his leadership, WMRG has cultivated a dynamic culture that prioritizes collaboration, integrity, and excellence, making it an ideal environment for top producers seeking to elevate their practice. Brian's vision is to create a platform that not only enhances the client experience but also empowers advisors to maximize their potential through tailored resources and support.
At WMRG, Brian is spearheading several key projects aimed at redefining wealth management. One of his flagship initiatives focuses on integrating advanced technology solutions that streamline operations and enhance client engagement. By harnessing data analytics and digital tools, Brian is committed to providing advisors with the insights they need to deliver exceptional value to their clients. His expertise in sales management and strategic planning has been instrumental in developing training programs that equip advisors with the skills necessary to thrive in a competitive landscape.
Brian's commitment to fostering a culture of excellence is evident in his proactive approach to recruitment. He actively seeks out top producers who have demonstrated a track record of success and are eager to contribute to WMRG's unique value promise. By aligning with WMRG, advisors can expect not only to grow their business but also to be part of a forward-thinking organization that prioritizes client-centric solutions and professional development. For those looking to take their practice to the next level, partnering with Brian and WMRG represents an unparalleled opportunity to achieve sustainable growth and success in the wealth management industry.
President & CEO at Wealth Management Resource Group in August 2022 to Present
Managing Partner at Securian Advisors of New England in April 2017 to August 2022
Managing Partner at Securian Advisors of New England in April 2017 to August 2022
Managing Sales Director II at Baystate Financial in April 2012 to March 2017
Regional Director at Liberty Life Assurance Company of Boston in June 2008 to April 2012
Sales Manager at Liberty Mutual Insurance in January 2007 to June 2008
Managing Associate/Registered Principal at New England Financial in August 2005 to December 2006
Client Relations/Case Design Specialist at New England Financial in July 2003 to August 2005
Financial Services Representative at New England Financial in July 1999 to July 2003
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Discover more about Wealth Management Resource GroupWhat is Brian Falconer email address?
Email Brian Falconer at [email protected]. This email is the most updated Brian Falconer email found in 2026.
How to contact Brian Falconer?
To contact Brian Falconer send an email to [email protected]. (updated on October 30, 2024)
What company does Brian Falconer work for?
Brian Falconer works for Wealth Management Resource Group
What is Brian Falconer's role at Wealth Management Resource Group?
Brian Falconer is President & CEO
What is Brian Falconer's Phone Number?
Brian Falconer's phone (413) ***-*913
What industry does Brian Falconer work in?
Brian Falconer works in the Financial Services industry.
Brian Falconer Email Addresses
Brian Falconer Phone Numbers
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