Brian Stern
President at Farpointe Wealth Partners, Llc
Based in Dallas-Fort Worth, United States
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Seniority
C-Team
Department
General Business & Management
Location
Dallas-Fort Worth
Industry
Financial Services
Company size
5
Contact information
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b•••••••@farpointewealth.com
Phone
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Background
About Brian Stern
Results-driven executive offering more than 25 years experience as a trusted advisor and business partner in mid-sized and large organizations. Highly-valued and collaborative member of the executive team who excels in situations requiring a blend of strategic thinking, strong business acumen and hands-on planning and execution skills. Specialties: Securities regulation, litigation, risk management, compliance, corporate governance, practice management, strategic planning, mergers and acquisitions Admitted in NY, DC, TX Senior Wealth Manager offering securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 541 Silicon Dr. Ste. 101 Southlake TX 76092
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