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Brian B

Series 63, Series 66

Port Haywood, VA

Prosperity Wealth Management

Brian Booker is a financial advisor at Prosperity Wealth Management with 21 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Northwestern Mutual in various capacities from 2003 to 2019. He is also an independent licensed insurance agent. Prosperity Wealth Management offers investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses documented client goals and risk tolerance to guide diversified portfolio strategies and operates a wrap fee program, as well as managing held-away retirement and education accounts through the Pontera Solutions platform.

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