This Money Manager Shares Timeless For Business Owners & Other Like-Minded Folks

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Smart Money Circle

Adam Sarhan

281 episodes

23 hours ago

This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for educational/informational purposes only. No specific investment advice is given.

Investing

Business

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Investing

Business

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This Money Manager Shares Timeless For Business Owners & Other Like-Minded Folks

Smart Money Circle

12 minutes 27 seconds

1 month ago

This Money Manager Shares Timeless For Business Owners & Other Like-Minded Folks

Brian A. Lee

Vice President of Sales

BL Wealth Management

Firm AUM

$600M

Website

https://blwealthmanagement.com/

About Brian Lee

Brian possesses a unique combination of experience in the public and private sectors. Recognized for integrity, ability to work cross functionally, and being passionate about innovative results and achieving goals.

Brian started his career in the Insurance/Financial Services space after a two years graduating from Northern Illinois University. He began his journey at Country Financial in Sales helping middle market clients with insurance and financial planning.

My focus now is helping younger generation with financial planning, understand compounding of investments, saving for the future and providing protection for the unexpected. My work also helps individuals, small business owners plan, save and plan for long-term.

Brian is supported with a team of insurance and financial professionals with over 70 years of combine experience to forge strong customer relationships and provide competence and integrity. Brian is a financial advisor representative who is the investment advisor representative at First Advisors National. In a fiduciary capacity, he develops and reviews financial plans for individuals and families. He has a Series 65 and Life and Health license.

Brian resides in the Western suburbs of Chicago with his wife, daughter. Brian enjoys outside activities like golfing, boating, snowmobling, socializing with family and friends!