Boyd, Brian

Current

• Wealth Management Advisor at Northwestern Mutual

Education

• California State University-Sacramento

Recommended

2 people have recommended Boyd,

Connections

99 connections

Industry

Financial Services

Websites

• My Website

Boyd, Brian’s Summary

Brian Boyd is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company®.

The mission of the Northwestern Mutual Wealth Management Company® is to provide expert guidance for a lifetime of financial security by offering high quality investment and wealth management programs and services for high net worth clients.

As a Wealth Management Advisor, Brian understands complex financial issues, and how they can affect life goals — whether a client is working to achieve current financial success, or protect and preserve assets over the long term.

Brian Boyd works with clients to:

-Gain a clear understanding of investment goals.
-Identify solutions to meet a client's needs.
-Create a comprehensive plan designed to achieve a client's goals.
-Monitor the client's plan and make adjustments as needs change.

Brian can design a comprehensive plan or one that specializes in one specific area of need, such as estate planning, retirement planning or business succession planning.

Northwestern Mutual Wealth Management Company® offers comprehensive and fee-based financial planning, investment advisory programs and personal trust services through a national network of experienced professionals with expertise in:

-Advisory Services
-Business Planning
-Estate Planning
-Financial Planning
-Retirement Planning
-Trust Services

For additional information on Brian's professional background, areas of expertise and services available, visit his web site at http://www.brian-boyd.com

Boyd, Brian’s Experience

• Wealth Management Advisor

  Northwestern Mutual

  (Financial Services industry)

  February 1995 — Present (14 years 11 months)

Boyd, Brian’s Education

• California State University-Sacramento

  1992 — 1996

Additional Information

Boyd, Brian’s Websites:

• My Website

Boyd, Brian’s Groups:

•    Sacramento State Alumni

Boyd, Brian’s Contact Settings

Interested In:

• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch