About Brian Watkins
Brian Watkins, a CERTIFIED FINANCIAL PLANNER (TM) is a Senior Vice President and Portfolio Management Director. He has 22 years of wealth management experience. Brian is a member of Morgan Stanley’s Century Club, which recognizes the firm’s top financial advisors, and is a multiple year Five Star Wealth Manager award winner.
Brian began his career in finance at Morgan Stanley in 2001. He had previously worked at Lindenwood University from 1992-1999, where he directed the Leadership Center. In 1999, the Nonprofit Leadership Alliance National Office hired Brian as Associate Director of Program Services to consult universities around the country. From 2005 – 2014, Brian worked with his team at Wells Fargo Advisors, where he was recognized as a Premier Advisor.
Brian earned his Bachelor of Science degree from Truman State University in 1991. In 1996, he received a Master of Business Administration from Lindenwood University. He holds Series 7, 31, and 66 registrations.
For 10 years, Brian served on the executive board, most recently as President, at BCI, Inc. From 1996-2007, Brian was Director of the Mike Bush Baseball Camp for the Hearing Impaired. Brian also served as President of Messiah Lutheran Church and School. Brian was selected to serve as Associate Dean for the Nonprofit Leadership Alliance’s National Management Conferences in 1998 and 2000. St. Charles Business Magazine recognized Brian in the 2005 Class of Forty Professionals Under Forty.* He was honored as Rotarian of the Year for the St. Charles Sunrise Rotary Club in 2005. Brian is currently a Founders’ Club member with Hearts & Hope, a company that provides schooling to underprivileged and orphans in Uganda, Africa.
He and his wife, Shannon, have two children, Ellie and Drew. Brian enjoys family time, traveling, golf, running and music.
*Source: St. Charles Business Magazine, “40 Under 40”, 2005. The award is based upon a recipient’s application and not upon any qualitative and quantitative criteria relating specifically to one’s position as a Financial Advisor. As such the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. A panel of judges reviews the applications which include, among other things, community service, professional goals and leadership. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the St. Charles Business Magazine in exchange for the rating.
Disclosure:
2012 - 2014, 2016 - 2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012 - 2014, 2016 - 2024) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Securities Agent: TX, NY, KY, CT, UT, MT, MA, NC, IA, WA, VT, TN, CA, AZ, AR, NJ, MN, AL, VA, MS, IN, GA, CO, SC, NV, NE, FL, WI, PA, MO, MI, KS, IL, OR, OH, ME, OK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1294008
CA Insurance License #: 0F47442
AR Insurance License #: 6811658