BRIAN A. STILWELL, AWMA®
Director
Phone: 805-436-6960
Professional Details
- 30+ years investment management experience
- BS, Finance – California State University, Northridge
- ACCREDITED WEALTH MANAGEMENT ADVISOR® professional
- Affiliated with Wells Fargo Advisors Financial Network since 2024
- Formerly Senior Vice President / Senior Financial Advisor with Wells Fargo Advisors
- Series 7, 66 registrations, variable annuity and life insurance licensed
CA Insurance License 0A96868, Resident State CA
My journey into finance began while I was a student at California State University, Northridge. I frequently visited the local Dean Witter office in Woodland Hills, loitering and watching brokers working on their Quotron machines and conducting business over traditional wired phones. One day, Bob Forester, a broker there, approached me and asked what I was doing. I told him I wanted to do what he does. Bob advised me to continue my studies and seek an internship to gain practical experience in the financial world, giving me solid head-start guidance.
Taking his advice, I secured an internship at Equitable Financial, the broker-dealer arm of the well-known insurance firm. Under the mentorship of a seasoned insurance agent, I passed my licensing exams and eventually joined Great Western Financial in Northridge as an associate to their top advisor, Bill Fuentes. Over 30 years later, Bill and I remain in touch. As Great Western evolved into Washington Mutual and later Chase, I made a pivotal career decision to transition to Wells Fargo Advisors. There, I spent 15 successful years as a Branch Advisor and Private Bank Hub Advisor.
Today, I am thrilled to be a part of Westlake Private Wealth Management, where I run my own practice, maintaining my commitment to personalized client care. My approach is rooted in discovery, sincerity, dedicated service, and the delivery of results.
As an Accredited Wealth Management Advisor® (AWMA®), I specialize in asset management and risk mitigation, particularly in navigating the complex financial landscape for my clients. Over the past twelve years, my practice has expanded significantly within the entertainment industry, where I develop tailored strategies to meet their unique needs. My focus often includes tax efficiency, low volatility, and leveraging opportunities to achieve their financial goals.
Having lived in the Conejo Valley for over 30 years, I am deeply connected to the community. In my free time, I enjoy fundraising for local charities, playing horrible golf, traveling, and spending quality time with my family.
