Jeff Brewer
Wealth Management Leader | Advisor Success Coach | Process Guru | Practice Management Specialist | Client Experience Enthusiast. I help financial advisors excel and enterprise RIAs scale 📈
- Role
- Regional Director, Advisory Leadership at Modera Wealth Management
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jeff Brewer
I’m a passionate wealth management leader with 15 years of experience driving results at…
Experience
Regional Director, Advisory Leadership
Apr 2025 — Present
Supporting and guiding advisors to grow organically and better serve their clients
Education
University of Delaware
Bachelor of Science (B.S.), Marketing
2005 — 2009
Skills
- Management
- Financial Modeling
- Recruiting
- Financial Services
- Crm
- Sales
- Leadership
- Advertising
- Cold Calling
- Lead Generation
- Customer Service
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