Brian Brummell is a Managing Director of Exeter Financial, LLC. Mr. Brummell specializes in delivering Retirement Plan Consulting services to small and medium-sized corporations and non-profits. Those services will include Plan Design Enhancements, Fiduciary Guidance, Investment Monitoring and Due Diligence, and Customized Education for owners and employees.
Prior to joining VPFS, Brian was a Vice President, Advisor consultant for Nuveen Investments, an affiliated Division of TIAA Global Asset Management. For 15 years, he consulted with Wirehouse, Independent, RIA, and Retirement focused Advisors on a wide range of investment products. He spent the last six years building and growing Nuveen/TIAA’s Retirement Plan division to $2.5 billion in AUM. In this role, he consulted with the top Retirement plan advisory teams on the west coast on investment products and retirement plan efficiencies. In addition to his external consulting roles, he also managed an inside sales team of approximately 50 sales reps.
Prior to Nuveen, Brian was a Financial Advisor for First Union Securities.
Mr. Brummell received his BS degree from Bradley University, with a concentration in Marketing and Finance. In addition, he has the following professional credentials: Investment Advisor (Series 65). He also holds an AIF ® (Accredited Investment Fiduciary) designation.