Brian Wohlner | Private Wealth Manager

Brian Wohlner is a Managing Director at The Kelly & Wohlner Group. With a deep background providing strategic financial analysis and advice to individuals and corporations, Brian works with clients to create personalized, goals-based financial and investment solutions.

Brian develops and executes wealth management strategies for high-net-worth individuals, families and business owners. He focuses on clients’ individual circumstances, building solutions that optimize their wealth and position them to achieve their financial goals. Brian strives to provide clients with confidence in their investments through transparency and education.

Prior to The Kelly & Wohlner Group and Hightower, Brian worked as a Financial Advisor at UBS Financial Services. Previously, Brian provided merger and acquisition, capital raising, and strategic advisory advice to companies in the healthcare sector at Quadriga Partners, a Denver-based investment bank and financial advisory firm.

Brian earned his Juris Doctorate and Master of Business Administration degrees from the University of Denver. He received his Bachelor of the Arts degree in Sociology from Colorado College, and holds the Series 7 and 66 licenses.

Brian is a Denver native and actively involved in the community. He has worked for numerous non-profits, including The Rocky Mountain Children's Law Center, Food Bank of the Rockies and the Anti-Defamation League.

bwohlner@hightoweradvisors.com
Direct: (303) 800-5252