Brian Gilroy, VP - Financial Advisor at Confidence Wealth Management

Brian Gilroy

VP - Financial Advisor at Confidence Wealth Management | St Augustine, Florida, United States

Profile last verified July 2026
Financial Services Verified Profile St Augustine, Florida, United States Jacksonville University
Verified

Personal Email

***@gmail.com

Personal • High Confidence

Phone Number

(305) ***-*373

United States • Phone

Free account · No credit card · 5 profiles/month

Brian Gilroy Socials
Brian Gilroy Work Experience

VP - Financial Advisor at Confidence Wealth Management in October 2024 - Present

Financial Consultant at E*TRADE in August 2017 - October 2024

Investment Consultant at Fidelity Investments in May 2015 - August 2017

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Financial Representative at Fidelity Investments in September 2014 - May 2015

VP of Investments at Maxim Group in February 2014 - August 2014

VP of Investments at HFP Capital Markets LLC in October 2013 - February 2014

Registered Representive at HFP Capital Markets LLC in March 2012 - August 2013

Brian Gilroy Education

Jacksonville University, Master of Business Administration (MBA), August 2026

Jacksonville University, Bachelor of Science (BS), August 2026

Mahopac High School, August 2026

About Brian Gilroy’s Current Company
Confidence Wealth Management

Since July 1990, our founder and CEO Rem Oculee has been in the financial and investment industry. After many years of research and extensive advanced work in the equities markets and equities trade backtesting, he founded in 2002 what is now Confidence Wealth Management. Today, the firm has a stellar industry reputation with over 35 years of combined advisor experience, with a dedicated concierge team and personnel. Confidence Wealth has built its entire infrastructure based on two major principles: helping our clients with advanced planning strategies and connecting them with some of the strongest, most powerful and prestigious financial organizations in the world. Initially privileged to the ultra-wealthy and institutional money managers, we have leveraged our deep-rooted relationships to bring those high-quality connections to you. In doing so, we give our clients access to some of the strongest, exclusive and most prestigious multi-billion-dollar financial organizations—and many of the benefits that come with it. We level the playing field so you have a direct link to some of those top-tier institutional products and services, and receive the quality you deserve. Through our long-standing relationships, we diligently work with these exclusive institutional money managers to ensure your best interest is carried through. Extensive research is done to find the best suited investment strategy, and through it all, we continue to perform our due diligence to ensure it is up to par for our clients’ needs. -- Confidence Wealth Management LLC (CWM) is an SEC registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the Nevada Department of Insurance, license no. 3647322. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. https://icwm.com/

Discover more about Confidence Wealth Management
Brian Gilroy’s Colleagues
Michael Reid

Michael Reid

Prattville, Alabama, United States

CPA

Tax Strategist at Confidence Wealth Management
(Jun 2024 – Present)

Katrina K

Katrina K

New York City Metropolitan Area

CFA | Operations | Strategic Growth | Business Development

Operations Manager at Confidence Wealth Management
(Aug 2025 – Present)

Jacob Aytayan

Jacob Aytayan

Los Angeles, California, United States

CERTIFIED FINANCIAL PLANNER® Professional; Enrolled Agent

Financial Planner at Confidence Wealth Management
(Jan 2025 – Present)

Christopher Krug

Christopher Krug

Princeton, New Jersey, United States

Independent Investment Consultant / CIO

Chief Investment Strategist at Confidence Wealth Management
(Jan 2025 – Present)

David Lauritzen

David Lauritzen

Los Angeles, California, United States

Lead Relationship Manager at Confidence Wealth & Insurance Solutions LLC

Lead Relationship Manager at Confidence Wealth & Insurance Solutions LLC
(Apr 2020 – Present)

Brooke White

Brooke White

Laguna Niguel, California, United States

Executive Assistant |Project Manager | Social Media Manager

Assisted the CEO with administrative tasks such as scheduling, travel arrangements and expense reports.
Organized meetings and conference calls for the CEO and ensured all necessary materials were prepared in advance.
Coordinated executive communications, including taking call...

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Frequently asked questions about Brian Gilroy

What is Brian Gilroy Cfp(r) email address?

Email Brian Gilroy Cfp(r) at [email protected] and [email protected]. This email is the most updated Brian Gilroy Cfp(r)'s email found in 2026.

How to contact Brian Gilroy Cfp(r)?

To contact Brian Gilroy Cfp(r) send an email to [email protected] or [email protected]. (updated on July 2026)

What company does Brian Gilroy work for?

Brian Gilroy works for Confidence Wealth Management.

What is Brian Gilroy's role at Confidence Wealth Management?

Brian Gilroy is VP - Financial Advisor

What industry does Brian Gilroy work in?

Brian Gilroy works in the Financial Services industry.

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