Brian Suozzi
Senior Vice President - Investments at Wells Fargo Advisors | New York City Metropolitan Area
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Brian Suozzi serves as a Senior Vice President - Investments at Wells Fargo Advisors, bringing over 30 years of extensive experience in the financial industry to his role. His expertise encompasses a wide array of financial services, including tax-efficient planning, retirement planning, and estate investment planning. Brian is particularly adept at managing concentrated stock positions and developing tailored strategies for deferred compensation plans, ensuring that his clients can navigate complex financial landscapes with confidence.
At Wells Fargo Advisors, Brian leverages the firm’s robust resources, including access to seasoned research analysts and cutting-edge market insights, to provide his clients with informed investment advice. He is committed to helping individuals and families achieve their financial goals through multi-generational wealth planning and business-succession planning. His holistic approach to financial advising not only focuses on immediate investment needs but also emphasizes long-term financial health and stability.
Brian's key projects often involve crafting personalized investment strategies that align with his clients' unique circumstances and aspirations. Whether guiding clients through the intricacies of retirement planning or optimizing their investment portfolios, he prioritizes building lasting relationships based on trust and transparency. His dedication to client education and empowerment sets him apart in the competitive landscape of financial advisory services, making him a valuable partner for those seeking to secure their financial future.
Senior Vice President - Investments at Wells Fargo Advisors in September 2008 to Present
Senior Vice President- Investments at UBS in March 2001 to September 2008
Senior Vice President- Investments at A.G. Edwards & Sons, Inc. in June 1992 to March 2001
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Tax Efficient Planning
Investments
Retirement Planning
Securities
Financial Services
Asset Allocation
Insurance
Estate Investment Planning
business-succession planning
Concentrated Stock Management
deferred compensation plans
multi-generational welth planning
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Discover more about Wells Fargo AdvisorsWhat is Brian Suozzi email address?
Email Brian Suozzi at [email protected]. This email is the most updated Brian Suozzi email found in 2026.
How to contact Brian Suozzi?
To contact Brian Suozzi send an email to [email protected]. (updated on November 04, 2024)
What company does Brian Suozzi work for?
Brian Suozzi works for Wells Fargo Advisors
What is Brian Suozzi's role at Wells Fargo Advisors?
Brian Suozzi is Senior Vice President - Investments
What is Brian Suozzi's Phone Number?
Brian Suozzi's phone (212) ***-*396
What industry does Brian Suozzi work in?
Brian Suozzi works in the Financial Services industry.
Brian Suozzi Email Addresses
Brian Suozzi Phone Numbers
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