Brian Gilroy
VP - Financial Advisor at Confidence Wealth Management | St Augustine, Florida, United States
Brian Gilroy’s Email & Phone Number
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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
Jacksonville University, Master of Business Administration (MBA), August 2026
Jacksonville University, Bachelor of Science (BS), August 2026
Mahopac High School, August 2026
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 ManagementCPA
Tax Strategist at Confidence Wealth Management
(Jun 2024 – Present)
CFA | Operations | Strategic Growth | Business Development
Operations Manager at Confidence Wealth Management
(Aug 2025 – Present)
CERTIFIED FINANCIAL PLANNER® Professional; Enrolled Agent
Financial Planner at Confidence Wealth Management
(Jan 2025 – Present)
Independent Investment Consultant / CIO
Chief Investment Strategist at Confidence Wealth Management
(Jan 2025 – Present)
Lead Relationship Manager at Confidence Wealth & Insurance Solutions LLC
Lead Relationship Manager at Confidence Wealth & Insurance Solutions LLC
(Apr 2020 – Present)
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...
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.