Brian Trujillo, CFP®
senior vice president - investments@ Raymond James
Denver, Colorado, United States
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Brian Trujillo, CFP(r) is a Certified Financial Planner professional with 23.1 years of experience in retirement planning, personal financial planning, investment advisory, wealth management, and investments. Based in the United States, he provides comprehensive wealth management services with the highest level of ethics and professionalism. Brian is a member of the Board of Standards Inc. and has a strong background in the financial services industry. He is the owner of the certification mark CFP, which is awarded to individuals who successfully complete initial and ongoing certification requirements.
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Emails and Phone Numbers

@raymondjames.ca
@raymondjames.com
@gmail.com
+1 727567****
+1 951782****
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About

Certified Financial Planner™ professional with experience in retirement, estate, education and investment planning. Provides comprehensive wealth management services with the highest level of ethics and professionalism. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC Certified Financial Planner Board of Standards Inc. Owns the certification mark CFP® which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Work Experience

880 Carillon Parkway, St. Petersburg, Florida, 33716, US

Financial Services

16241
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Brian Trujillo, CFP®'s Professional Milestones

  • Vice President - Wealth Management (2000-10-01~2012-04-01): Implemented strategic wealth management initiatives to maximize profitability and drive sustainable growth.
  • senior vice president - investments (2012-04-01~): Driving strategic investment initiatives to optimize profitability and establish the company as an industry leader.

Education

University of Denver - Daniels College of Business
University of Denver - Daniels College of Business

Finance

1997-2001
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