|
Vice President, Chief Marketing Officer Brian Finnigan leads 1st Global’s strategic marketing efforts. His responsibilities include the creation of all sales support materials, campaigns, client marketing collateral and advisor communications. As 1st Global’s brand champion, Brian is charged with integrating the firm’s unique value proposition into all public communications. Brian also provides strategic direction for all Wealth Management Academy® programs, including National Conference, Financial Advantage Series, MATRIX™ Workshops, WIN Teams and more.
Brian has spent his career directing marketing programs for independent financial advisors, RIAs and investment product companies. He has a passion for holistic wealth management and understands the value true wealth managers bring to their clients, having engineered marketing plans for some of the nation’s most successful financial advisors.
Before joining 1st Global, Brian was vice president, director of Channel Marketing for Waddell & Reed Financial Advisors, where he oversaw marketing and the creation of communications for product and recruitment. In addition, Brian was responsible for supporting all Waddell & Reed Financial Advisors, regional sales consultants and field management. Previously, he was the vice president of Marketing for LPL Financial where he managed marketing for recruitment, wealth management, financial planning, insurance and advisory. Before joining LPL Financial, Brian held marketing management positions at Russell Investments, WM Group of Funds and Informed Investors, Inc. He began his career as a financial advisor for Edward Jones.
A native of Idaho, Brian has degrees in Music and Public Communications from Ambassador University and the University of Idaho. He is a registered representative who has passed the FINRA Series 6 and 26 examinations, and he is studying to obtain his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations.
|
Resources
