Brian Wing

Brian Wing

 

Partner, President and CFO - Dallas, Texas

Brian has served as President, Partner, Chief Operating Officer, and Chief Financial Officer over the past 15 years. While serving in his various C-Level roles at multi-billion-dollar companies, he delivered technology innovation and a disciplined change management protocol, created enterprise value that significantly improved EBITDA without disrupting business operations. In addition, he worked to augment organic growth by leading many completed acquisitions. In another role, he led a financial transformation of an under-performing service center to support dynamic growth and superior service delivery to Fortune 500 clientele. He built and maintained a strong financial, accounting, treasury, and control organization with accountability for accurate, timely, high-quality performance, and helping to deliver significant year-on-year EBITDA growth while stabilizing lender relationships by improving reporting, transparency, and forecasting strength.

He began his career in finance in Tax with Arthur Anderson and Ernst & Young, serving in international tax roles and rising to Tax Partner. Prior to his roles in Big 4 Accounting, Brian served as an advisor in the investment management industry for 12 years, holding a Series 7, 63, and 24 licenses.

Brian holds a Master of Business Taxation and an MBA in International Business from the University of Southern California (USC). He also received a BS in Mathematics/Applied Sciences with a concentration in Economics from the University of California at Los Angeles (UCLA).

Wealth Isn’t A Destination. It’s A Mindset.

Whether our clients come to us with a clear vision for the future they intend, or just an idea about what it could be, we help them define that vision and understand how interdependent every financial decision is to making that future a reality.

WealthBridge FORMula

VisionPoint’s WealthBridge FORMula is a tested, disciplined process designed to help our clients articulate what matters to them and align our subject matter experts so everyone is focused on how to help achieve that vision.

Aligned Values

WealthBridge works because it’s built on the vision and values of each individual client. When those two things are congruent and completely aligned, financial independence ceases to be a dream, and becomes a very real possibility.

Collaborative Impact

Our clients recognize the value of leveraging the interdependence of every financial decision. VisionPoint facilitates an integrated view to a client’s financial decisions with aligned partners and close collaboration.

Dallas, Texas

5001 Spring Valley Rd Ste 200W
Dallas, TX 75244

Email: bwing@vpadvisor.com

Phone: 972-361-1004

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What does the best possible version of your future look like? Let’s work together and start creating it.

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VisionPoint offers a progressive business model for entrepreneurially minded advisors who want to focus their energy on building a purpose-driven business and securing their own financial futures.
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