Brian Schnabel
Wealth Consultant at Collier Wealth Management
- Role
- Investment Advisor Representative at Lpl Finanical
- Location
- Gallatin, TN, US
- LinkedIn followers
- 500 followers
About Brian Schnabel
EXECUTIVE PROFILEStrong, profit-driven leader with turnaround experience, a global orientation, and extensive P&L, operational, finance and marketing experience. Demonstrated ability to help businesses and individuals pursue their financial objectives; and to bring simplicity to complex environments. Combining business experience, a strong financial background, strategic thinking, and the importance of balance are excellent tools to serve others in pursuit of their dreams. Specialties: Leadership; Listening; Financial Planning; Strategy development & execution, Executive team building; Public speakingSecurities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \'Contact Info\' section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am registered to do business, please visit
Experience
Investment Advisor Representative
May 2013 — Present
LPL Financial is the #1 independent broker/dealer* in the country. Making the decision to move to an independent environment was based on my desire to broaden my services to my clients while continuing to provide objective financial advice. With the complexity that exists within financial services, having access to more resources will allow me to better serve businesses and individuals in pursuit of their dreams.LPL Financial offers no investment products of it\'s own, which allows me to devote my time and energies on my client\'s needs, not on product or sales quotas. I take pride in my ability to listen and understand my clients\' financial objectives, and in my ability to make them a reality.* As reported by Financial Planning magazine, June 19••••20, based on total revenue.
Education
University of Cincinnati
BS/BA, Accounting
1971 — 1976
Skills
- Retirement Planning
- Team Building
- Strategy
- Business Development
- Project Management
- Business Process Improvement
- Strategic Financial Planning
- Financial Planning
- Sales
- Mergers
- Leadership
- Selling
- Retail
- Small Business
- Investments
- Cash Management
- New Business Development
- Budgets
- Finance
- Insurance
- Mergers & Acquisitions
- Financial Analysis
- Financial Services
- Crm
- Inventory Management
- Product Development
- Recruiting
- Marketing
- Risk Management
- Business Planning
- Strategic Planning
- Process Improvement
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