Brian Dunphy
Senior Financial Advisor at Wells Fargo Advisors
- Role
- Senior Financial Advisor at Wells Fargo Advisors
- Location
- Columbia, SC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brian Dunphy
My passion is helping people and, as a Financial Advisor at Wells Fargo Advisors, I have…
Experience
Senior Financial Advisor
Jul 2004 — Present
Education
The Citadel
Bachelor of Science (BS), Business Administration and Management
1982 — 1986
Skills
- Retirement
- Asset Allocation
- Mutual Funds
- Finance
- Public Speaking
- Management
- Team Building
- Customer Service
- Series 7
- Investment Strategies
- Insurance
- Program Management
- Investment Planning
- Leadership
- Wealth Management
- Retirement Planning
- Investment Advisory
- Series 63
- Investments
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