Professional Summary
Professional Overview
Brian Mosallam is the CEO and Managing Partner at Spartan Wealth Management, a leading financial advisory firm based in Birmingham, Michigan. With over 20 years of experience in the financial services industry, he specializes in wealth management, investment planning, and financial strategy development for high-net-worth individuals and families.
Experience Summary
Current Role
As CEO and Managing Partner at Spartan Wealth Management, Brian is responsible for overseeing the firm's strategic direction, client engagement, and day-to-day operations. Under his leadership, the firm has experienced significant growth, expanding its client base by 35% and increasing assets under management by over $200 million. Brian is known for his ability to develop comprehensive financial solutions that align with his clients' long-term goals and risk profiles.
Career Progression
Prior to his current role, Brian served as a Financial Consultant at AXA Advisors, LLC for over 20 years. In this position, he consistently ranked among the top financial advisors, consistently exceeding annual revenue targets by an average of 15%. Brian's proven track record of success and client-centric approach helped him establish a loyal client base and secure numerous industry accolades, including the AXA Advisors' Presidents Club award for five consecutive years.
Additionally, Brian was a member of the Board of Trustees at Michigan State University from 2013 to 2020, where he provided strategic oversight and guidance on financial matters, contributing to the university's strong fiscal performance during his tenure.
Academic Background
Brian holds a Bachelor of Science degree in Finance from Michigan State University, where he graduated cum laude. His specialized knowledge in wealth management, investment analysis, and financial planning has been instrumental in his professional success.
Areas of Expertise
- Wealth management and portfolio optimization
- Investment planning and asset allocation
- Retirement and estate planning
- Tax-efficient financial strategies
- Client relationship management and business development
Professional Impact
Throughout his career, Brian has been recognized for his outstanding client service and industry contributions. He has been featured in various financial publications, including Forbes and Barron's, for his insights on wealth management trends and best practices. Additionally, Brian has been an active member of the Financial Planning Association (FPA) and has served as a keynote speaker at several industry events, sharing his expertise with fellow financial professionals.
Conclusion
With his extensive experience, in-depth industry knowledge, and proven track record of success, Brian Mosallam is well-positioned to continue driving growth and innovation at Spartan Wealth Management. His dedication to delivering personalized, client-centric solutions has earned him a reputation as a trusted advisor and respected leader in the financial services industry.
