Brian Snyder
Executive Director, Branch Manager and Financial Advisor - at Wells Fargo Advisors
- Role
- Executive Director, Branch Manager, Financial Advisor at Wells Fargo Advisors
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Brian Snyder
As an Advisor and leader of the Snyder Investment Group of Wells Fargo Advisors, I work with families and help manage their personal financial affairs. I hold a CERTIFIED FINANCIAL PLANNER® professional certification - CFP®, which requires experience in areas of asset management, retirement planning, insurance, and risk management. Additionally, as the Branch Manager, I supervise client relationships, operations, and compliance in Chapel Hill, NC. This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, and WY Investment 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 Invested Wells 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
Executive Director, Branch Manager, Financial Advisor
Apr 2018 — Present · Chapel Hill, NC
Education
University of Florida
Master of Business Administration (M.B.A.)
2012 — 2015
University of North Carolina at Chapel Hill
Bachelor of Arts (BA)
2001 — 2005
Skills
- 401(K) Planning
- Wealth-Preservation Planning
- 401(K) Rollovers
- Insurance
- Tax-Efficient Strategies
- Investment Strategies
- Investment Planning
- Retirement Planning
- Retirement Savings
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