Brian Propst, LUTCF®, CLTC®

Brian Propst, LUTCF®, CLTC®

Complex Manager

Phone: 704-553-7220
Mobile Phone: 919-673-8152
E-mail:
 

Brian joined Waddell & Reed in 2015 and became the Complex Manager of the North Carolina and South Carolina Divisions in 2017. Prior to joining Waddell & Reed, Brian was with Signator Investors, a member of John Hancock Financial Network.  Brian has been in the financial services industry since 1995. He has an extensive background as both a financial advisor and regional manager.  Brian is a recognized speaker and is active in the community volunteering and serving in many capacities.  He lives in Charlotte with his wife Carla.

As a member of the Waddell & Reed field leadership team, Brian oversees numerous financial advisors throughout the area, who serve the financial needs of the community including:

•Building and leading a team of financial advisors who share Waddell & Reed’s commitment to financial planning and superior client service.

•Providing ongoing professional development and management of financial advisors, district managers and staff; building upon rapport with veteran financial advisors to further develop skills for garnering greater client success.

•Growing Waddell & Reed’s presence in the region by strategically increasing both the capacity of the sales division and number of new clients.

•Directing ongoing strategic leadership initiatives to further Waddell & Reed’s mission and vision.

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