Brian D. Acker
Wealth Management Advisor|CFP®, CLU®, AAMS®
Professional
Brian has a 20-year career in financial services working with great people who are business executives, business owners, medical professionals and retirees. Brian achieved his CERTIFIED FINANCIAL PLANNER® certification to obtain the highest level of knowledge and provide expert advice to his clients. He also has achieved his Charter Life Underwriter® and Accredited Asset Management Specialist® designations.
For over two decades, Brian has built enduring relationships and improved the lives of his clients and friends. He is an award-winning Wealth Management Advisor running a balanced practice utilizing both the best of investments and insurance strategies.
Regardless of all his professional accomplishments, if you ask him, Brian will tell you that his greatest accomplishment is his family. Achieving a lifestyle that creates a healthy work-life balance is his priority. He met his beautiful wife Nicole in Milwaukee, and they have been married since 2004. Together they have three daughters and are parish members of St. Leo’s in Winston Salem. Brian is a rated USTA tennis player and has recently developed the passion of cycling in the beautiful foothills near Winston-Salem.
Education
- University of Missouri Columbia - B.S. in Finance, Banking & Economics
Credentials & Awards
- CERTIFIED FINANCIAL PLANNER®
- FINRA Licenses: 7 & 65
- Insurance Licenses: Life & Health
- American College: CLU®
- College of Financial Planning: AAMS®
- Pathfinder (balanced planning award)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning