Brian Levinson
Branch Manager at Wells Fargo Advisors
- Role
- Branch Manager at Wells Fargo Advisors
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Brian Levinson
As a Branch Manager at Wells Fargo Advisors, I lead a team of 35 financial professionals across the state of Indiana. I wake up every day excited to serve our clients through their financial journey. As a manager, I believe in helping my Financial Advisors- Identify ways to deliver on the best client experience - Grow personally and professionally in their practice - Evolve their practice to meet the ever-changing needs of our clients Outside of work, I enjoy spending time with my wife, two kids, and seven four legged kids. We can often be found walking around outside and at parks, or home playing video games together as a family. If you’d like to learn more about how you could grow your financial advisory practice at Wells Fargo Advisors or if you’re a potential client looking to connect with a Financial Advisor in the Indiana region, please contact me at (31••••••93 or b••••••••@wellsfargo.com.This information is intended for use by residents of AR, CO, IL, IN, MA, MO, TX, and UT only.Please contact me by e-mail [b••••••••@wellsfargo.com] or by Phone [31••••••93] or Keystone Crossing Ste 700 Indianapolis, IN 46240. I cannot respond to messages through and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Branch Manager
Feb 2024 — Present · Indianapolis, IN, US
Education
University of Phoenix
B.S., Business Administration
2006 — 2010
Skills
- Series 7
- Customer Service
- Leadership
- Securities
- Public Speaking
- Banking
- Mutual Funds
- Risk Management
- Portfolio Management
- Wealth Management
- Process Improvement
- Series 63
- Retirement Planning
- Finance
- Microsoft Excel
- Investments
- Financial Services
- Management
- Sales
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