Brian D. Matlock
Portfolio Consultant at Mercer Advisors
- Role
- Portfolio Consultant at Mercer Advisors
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Portfolio Consultant
Aug 2023 — Present
Education
Texas A&M University - Mays Business School
BBA
1986 — 1991
Skills
- Tactical Asset Allocation
- Uniform Combined State Law
- Tax Management
- Series 7
- Strategic Financial Planning
- Investment Advisory
- Series 66
- Mutual Funds
- Saving for Education
- Risk Management
- Financial Services
- Wealth Management
- Retirement Planning
- Gifting Strategies
- Personal Financial Planning
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