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

  1. Associate Vice President, Wealth Management

    Raymond James

    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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Brian Soczka — Associate Vice President, Wealth Management at Raymond James in Chicago, IL, US | Unifers