Brian Soczka
Associate Vice President, Wealth Management at Raymond James
- Role
- Associate Vice President, Wealth Management at Raymond James
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Associate Vice President, Wealth Management
Feb 2025 — Present
Skills
- Strategic Planning
- Investment Portfolio
- Investment Strategies
- Leadership
- Retirement Plan Consulting
- Retirement Income Strategies
- Retirement Planning
- Golf Instruction
- Sports
- Finance
- Qualified Retirement Plans
- Customer Service
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