Brian G. Blackwell
SVP, Senior Wealth Manager at Lido Advisors
- Role
- SVP, Senior Wealth Manager at Lido Advisors
- Location
- Marietta, GA, US
- LinkedIn followers
- 500 followers
About Brian G. Blackwell
Brian describes his passion for financial planning as the result of his love of numbers and his desire to help people. He’s a patient listener and dedicates himself to the notion that every person has a story to be told. Brian believes a person’s wealth is much more than just the sum of their financial resources and is committed to helping families use their wealth to live fulfilling lives.
Experience
SVP, Senior Wealth Manager
Jan 2023 — Present
Lido’s family office style delivers access to sophisticated strategies once available only to the ultra-wealthy. Our robust in-house platform enables us to build customized and pooled investments quickly and efficiently to deliver options, alternatives, and private debt and equity exposure. Lido’s deep bench of in-house and affiliated financial planning, tax consulting, and trust professionals provides holistic, multidisciplinary financial management to our families and clients.
Education
The University of Georgia
Bachelor of Business Administration (BBA), Finance
2002 — 2007
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (MBA), International Business
2011 — 2013
Skills
- Certified Financial Planner
- Wealth Management
- Retirement Planning
- Practice Management
- Series 7
- Sales
- Strategic Financial Planning
- Sales Management
- New Business Development
- Investments
- Retirement Income Planning
- Account Management
- Customer Service
- Management
- Portfolio Management
- Financial Planning
- Trading
- Finance
- Leadership
- Financial Services
- Mutual Funds
- Strategic Planning
- Financial Analysis
- Financial Advisory
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