Brian S. Falconer

Role: President & CEO at Wealth Management Resource Group
Location: Braintree, MA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Brian S. Falconer

Looking for top producers to be part of and help add to our culture. You have built a…

Experience

President & CEO
Wealth Management Resource Group
Aug 2022 — Present
Securities and investment advisory services offered through SagePoint Financial, Inc.(SPF) member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Wealth Management Resource Group is independently owned and operated.

Education

Jack Welch Management Institute
MBA, Business Administration and Management, General
2011 — 2014
Fordham University
BS, Finance & Economics
1995 — 1999
New Dorp High School
High School Diploma, Finance & Economics
1995 — 1999

Contact information

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Work email
•••••@wealthmrg.com
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Current company

Wealth Management Resource Group

Financial Services · 11 employees · Braintree, Massachusetts, United States

Wealth Management Resource Group\'s strategic mission is to guide and direct individuals, families, and businesses toward the successful achievement of clearly defined financial goals. We work with you to formulate a financial roadmap based on your unique circumstance and offer guidance along the way. The success of WMRG was built around doing what is right and is realized in our day-to-day operations. The commitment to these standards is demonstrated by our integrity and dedication to servicing our clients. Wealth Management Resource Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 35 BRAINTREE HILL OFFICE PARK, SUITE 106, BRAINTREE MA, 02184, 50••••••00. PAS is a direct, wholly-owned subsidiary of Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. WMRG is not an affiliate or subsidiary of PAS or Guardian. WMRG is not registered in any state or with the U.S. SEC as a Registered Investment Advisor. This material is intended for general use. By providing this content Guardian, PAS, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

wealthmrg.com

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About Brian S. Falconer

Experience

President & CEO

Education

Jack Welch Management Institute

Fordham University

New Dorp High School

Find verified contacts for anyone on LinkedIn