Brian Stanley in

Brian Stanley

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Partner and Private Wealth Advisor at Heritage Planning Partners
📍 Mishawaka, Indiana, United States

Brian Stanley is a Partner and Private Wealth Advisor with Heritage Planning Partners, bringing over 22 years of experience with Northwestern Mutual. A finance graduate from the University of Notre Dame, he specializes in creating long-term financial security for individuals and businesses through integrated risk and investment solutions in the Michiana area.

Brian is deeply rooted in the South Bend community, where he lives with his wife and three children. He is actively involved with local organizations, including Big Brothers Big Sisters and LOGAN Community Resources. In his personal time, he enjoys golfing and spending time with his family.

He has qualified for Northwestern Mutual’s Forum, a distinction reserved for the firms top-performing advisors.

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Experience
24 Years
Current Role
Partner and Private Wealth Advisor
Location
Mishawaka, Indiana, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Brian cares about

Financial Planning
His work focuses on building comprehensive financial plans covering major life events like home buying, family growth, and tax changes, as seen in his recent activity.
Community Involvement
Demonstrates a commitment to his local community through his stated interests in organizations like Big Brothers Big Sisters and LOGAN Community Resources.
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Career

Work history

1-2024
Partner and Private Wealth Advisor
Heritage Planning Partners
7-2001
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

Heritage Planning Partners welcomes Northwestern Mutual Private Wealth Adviser Brian Stanley as a new partner. Featured in Daily Herald
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Education
1997 - 2001
Finance
University of Notre Dame - Mendoza College of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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