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Brian Track
Fisher Investments Vice President
Serving Sarasota/Florida
Brian Track has over 15 years’ experience in the Financial Services industry, and has been a member of Fisher Investments team for a decade. Brian can work with you to assess your existing investments and help you determine whether Fisher Investments would be good fit.
Working With Your Regional Vice President
As your first point of contact at Fisher Investments, your Regional Vice President will hold an in-person meeting to discuss your needs and desires for retirement. With a thorough understanding of your situation, your Regional Vice President will share how Fisher Investments can build an investment strategy tailored to meet your retirement goals.
If you decide Fisher Investments is a good fit for you, your Regional Vice President will guide you through the process of becoming a client. He will offer resources Fisher makes available to clients like you, including live seminars and quarterly reports. He will also introduce you to your Investment Counselor, who will be your dedicated contact on your journey as a Fisher Investments client.
For more information about Fisher Investments, please visit the official company website.
Working With Your Regional Vice President
As your first point of contact at Fisher Investments, your Regional Vice President will hold an in-person meeting to discuss your needs and desires for retirement. With a thorough understanding of your situation, your Regional Vice President will share how Fisher Investments can build an investment strategy tailored to meet your retirement goals.
If you decide Fisher Investments is a good fit for you, your Regional Vice President will guide you through the process of becoming a client. He will offer resources Fisher makes available to clients like you, including live seminars and quarterly reports. He will also introduce you to your Investment Counselor, who will be your dedicated contact on your journey as a Fisher Investments client.
For more information about Fisher Investments, please visit the official company website.
What are the Advantages of the Private Client Group?
Proactive Customer Service
Tailored Portfolio Strategy
Ongoing Education
Visit Fisher Investments to learn how we can help you achieve your financial goals or contact Brian Track directly:
