Brian Westlund

Senior Vice President
Private Wealth Management

Bellevue Office
Phone: (425) 274-4210
Toll Free: (877) 274-4264
Fax: (425) 274-4201
Email Me
Baird
777 108th Ave NE
Suite 1600
Bellevue, WA 98004
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"Money Never Sleeps*"


Now with 35 years of Investment Experience, I feel fortunate to be aligned with Baird, a company that truly cares about clients as their absolute priority.  I thoroughly enjoy the hard working mid-western culture and have never been more impressed with a company as I am with the individuals that comprise Baird.


I am committed to helping clients attain their financial objectives and goals through careful listening, consulting and taking a well-rounded and diversified approach.  I am lucky to work with Jodi Hanson who keeps me grounded and focused.  Together we make a great team.  I still have an entrepreneurial zeal as a Contrarian investor and feel very fortunate to have a job that is a passion.  I am also proud to be a shareholder in a private employee owned firm.

In Baird, I have a partner that shares my passion for wealth management, with world-class resources and deep expertise to support me in my mission to provide the very best advice and service I can in important areas, including:

  • Portfolio management
  • Saving for higher education
  • Planning for retirement
  • Estate planning services
  • Investment tax planning
  • Insurance

To discover the difference true partnership can make in your financial life, contact me.

 

 

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*Quote from the movie Wall Street