CoverProfile

Bryan Farwell

Director

Prevail Innovative Wealth Strategies

United States, Kansas, Leawood

About Me

Bryan leads our company’s Private Client Group (PCG). A division within the organization focused on serving the unique needs of the affluent, business owners and high-net-worth families. The Private Client Group custom designs a “Financial Board of Directors” team around our client specific needs. We focus on leveraging the organizations custom investment strategies, asset protection and tax-efficient wealth creation solutions, while offering a commitment and structure to our clients across the country. He is also a PPC® Professional Plan Consultant.

Profile Information

Director

Prevail Innovative Wealth Strategies

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Leawood

Kansas

United States

Sep 6, 2024

Work Experience

Prevail Innovative Wealth Strategies

Director
Jan 2022 - Present
Email: bfarwell@prevailiws.com

More profiles to browse

Profile Photo
Kerry Lawing
CEO
AS
Andrew Stafford
President
BL
Bradley Lawing
Co-Founding Partner, Vice President & Wealth Advisor

You Might Like

DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners