Certified Private Wealth Advisor℠
Brian Tillotson is an investment professional with more than 30 years experience in financial management. After graduating from The University of North Texas with a B.B.A. in Finance, he went to work for MBank, which was soon acquired by Bank One. Before leaving Bank One, Brian was the Asset and Liability Manager for Texas. Brian left Bank One to help raise equity for several telecommunication companies. In those roles, he had many responsibilities including mergers and acquisitions, securing bank debt, raising equity through secondary IPOs, and managing investments. Brian managed over $300 million investments during this period. He also served on two different 401(k) committees; responsibilities included consulting firms regarding investment selection, structuring, and risk management.
Brian along with his wife Amy started Virtus Wealth Management in 2001 to help people work towards their financial goals. Since 2001, Brian and Virtus Wealth Management have served their clients with innovative and sound practical financial strategies with a priority placed on client services. In 2016 Brian and Charles Elhoff merged firms in order to add more experience and expertise in different aspects of wealth management. Brian has been married to his wife Amy since 1988 and they have three children: Prestyn, Dylan, and Laney.
Brian Tillotson earned the CPWA® Certified Private Wealth Advisor℠ designation in 2011. Brian also holds the Series 7 and 63 registrations with LPL Financial, and Series 66 registration with both LPL Financial and Level Four Advisory Services, and is a licensed general lines insurance agent. Brian is a registered representative with LPL Financial.