Brian Dwyer, CEPA®, CRPS™, AAMS™ in

Brian Dwyer, CEPA®, CRPS™, AAMS™

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Financial Advisor at Edward Jones
📍 Greater Sacramento, United States

Brian Dwyer is a Financial Advisor at Edward Jones, specializing in wealth strategies for business owners, executives, and retirees. He leverages nearly two decades of prior corporate experience in his practice and holds a Bachelor of Science from Michigan Technological University, where he played football.

Outside of work, Brian is deeply involved in his community as a member of the Woodland Rotary Club and the Woodland Little League Board. He is married to his wife, Janelle, and they have two sons. He enjoys coaching youth sports, including Little League and basketball, as well as golfing.

Interesting fact: Brian was a scholarship running back in college and has been inducted into the Nevada Union High School Sports Hall of Fame.

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Experience
17 Years
Current Role
Financial Advisor
Location
Greater Sacramento, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Brian cares about

Business Exit Planning
He holds the Certified Exit Planning Advisor® (CEPA®) designation, focusing on strategies for business owners.
Retirement Strategies
His practice focuses on creating retirement savings and wealth strategies for individuals, families, and businesses.
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Career

Work history

12-2019
Financial Advisor
Edward Jones
7-2019 - 11-2019
Financial Advisor Trainee
Edward Jones
2-2017 - 6-2019
Regional Vice President, Client Management - US
Superior Vision Services
9-2015 - 2-2017
Supervisor, Strategic Account Management - Major Accounts
SMUD
12-2007 - 9-2015
Associate Director of Sales
Merck (formerly Schering-Plough)
In the press

Media appearances

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Education
1997 - 2001
Bachelor of Science (BS)
Michigan Technological University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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