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Brian Willet, CMFC

Brian Willet, CMFC

Complex Manager

Brian Willet is focused on one big vision: To evolve the financial advisor industry to have client centered relationships. His goal is to positively change the experience clients have with their financial advisor by focusing the relationship on coaching, not product sales. Brian joined Waddell & Reed in 2007 and was licensed to serve as a Financial Advisor. In 2010, Brian dedicated his career to leadership to serve financial advisors. Currently, Brian is the Waddell & Reed Complex Manager for Nebraska.

Ask Brian about Waddell & Reed's 7C's core values: Clients, Character, Commitment, Convergence, Creation, Competitiveness and Camaraderie.

Brian is a proud graduate of Nebraska Wesleyan University, receiving his Bachelor of Science degree in Accounting. In addition, Brian currently hold the following securities licenses: Series 7, 24, 63, & 65.

Brian currently resides on an acreage south of Lincoln, NE with his wife Michelle and their son Asher, and daughter Zara. Aside from business, Brian enjoys spending time with his family, hunting, golfing, his church community, and attending all types of competitive sporting events.

 

Waddell & Reed is not affilated with any organizations listed herein.

08/17