Brian Albers, CFP®
For Brian, being a branch operations manager means being dedicated, organized and attuned to the needs of advisors. He ensures that his team can focus on clients and prospects instead of compliance and administrative tasks, and he maintains an efficient, business-friendly office environment.
Brian joined Raymond James in 2007 as a financial advisor marketing consultant. He was drawn to the company because it is big enough to deliver Wall Street-level resources, but small enough to retain the regional culture of accessibility to firm leaders and openness to ideas. He also likes that the company provides advisors ownership and independence.
He earned a Bachelor of Arts in history from Davidson College in North Carolina, where he was a member of the Sigma Alpha Epsilon fraternity. He holds Series 7, 66 and 9/10 licenses, as well as the Life, Health and Variable Annuity License.
Originally from Memphis, Tennessee, he lives in Greenville with his wife, Melanie. In his free time he enjoys mountain biking and playing golf, tennis and soccer.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.