Brian A Grogan is a high-skilled expert, who works in Crescent Wealth Partners main office of which is in 954. as a Founding Partner from 2017. Brian gained professional experience in more than nine positions at various companies. Brian A Grogan went to the New Canaan High School and was studying there from 1985 to 1989. Sarasota, Florida is the area, where the professional was known to settle. This expert's email address and phone are accessed through SoftwareOfficial on demand.
Name variants:
Bryan Grogan,
Bryant Grogan
Last updated Jul 03, 2024
Contact Information
Last Update
Jul 8, 2022
Email
br**@ampf.com, b.**@ameripriseadvisors.com
Location
Sarasota, FL
Company
Crescent Wealth Partners
Workplace
Founding Partner
Work History
Founding Partner
5674 Marquesas Cir, Sarasota, FL 34233
We have a passion for helping our clients make the most important financial decisions of their lives. Our focus is to help you grow, protect, and manage your wealth by developing customized ...
from Oct 2017
Founding Partner
5674 Marquesas Cir, Sarasota, FL 34233
We specialize in helping franchise owners meet varied financial and business goals, including the eventual transfer of the business, and we’re here to help you every step of the way.
from Jan 2015
Private Wealth Advisor, Crpc at Crescent Wealth Partners
3500 Packerland Dr, De Pere, WI 54115
A private wealth advisory practice of Ameriprise Financial Services, Inc.
Jan 2002 — Oct 2017
Regional Leasing Director
342 north Main St, West Hartford, CT 06117
Dec 1996 — Dec 2001
Education
Occupations
Executive
Partner
Advisor
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Finance
Sales
Retirement Planning
Management
Financial Advisory
Asset Allocation
Asset Management
Estate Planning
Fixed Annuities
Investment Advisory
Real Estate
Securities
Strategic Planning
Strategy
Wealth
Retirement Income Strategies
Historic Preservation
Wealth Preservation