Brian Falconer is the Managing Partner of Wealth Management Resource Group. He began his financial services career 23 years ago after graduating from Fordham University. While at Fordham’s Gabelli School of Business, Brian studied both Finance & Economics. Later he went on to earn the professional designation LUTCF (Life Underwriters Training Council Fellow).
Brian began his professional career right out of college with New England Financial and served individual and business clients for 6 years before moving into a leadership role in 2005. He was actually the youngest Managing Associate in New England Financial's long and rich history. Since then, Brian has recruited, trained and worked with hundreds of insurance agents and financial advisors, helping them grow and develop their practices. Brian holds his Series 6, 63, 7, 66 and 24 registrations and is a registered representative and investment advisor representative of SagePoint Financial, Inc.
Brian currently proudly serves as the State of Rhode Island Immediate Past President Chairperson for the NAIFA-RI Board of Directors, where he has served in various chairs over the last 10 years. Brian is also currently serving on the Financial Service Professionals of Rhode Island Board of Directors as the Program Chairperson and has done so for the last 7 years.
Brian lives in Norton, MA with his wife Meri and their two daughters Blakely and Kendall.