Brian Joelson

Wealth Manager

Brian focuses on establishing long-term relationships with high-net-worth individuals. He maintains his securities and insurance licenses.

Prior to joining Steward Partners Investment Solutions (formerly Umpqua Investments) in November 2009, Brian worked for Smith Barney for 13 years. He also owned several businesses and spent six years competing on the professional tennis circuit.

Brian attended Texas A&M, where he played tennis.

Brian has three children, Brett, Ashley, and Andrew, and enjoys tennis, boating, and fishing.


Phone (971) 353-7786
Fax (971) 353-7801