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Curriculum Vitae for Robert Whitman Brimmer, CFP ™
Robert Whitman Brimmer, CFP ™
Our introductory first meeting is always without charge.
59 Finlay Road P.O. Box 2806 Orleans, MA 02653 1 (508) 240-0320 Office 1 (800) 237-9322 Office 1 (508) 240-2309 FAX rbrimmer@nationalsecurities.com Born June 14, 1946 - Worcester, MA Married to Pamela S. Brimmer One son, John Parkington Brimmer Professional Musician - Education and Career 1964 Graduate, Classical High School, Worcester, MA 1968 Bachelor of Music Education, cum laude, Catholic University of America, Washington, D.C. 1974 Master of Music, Catholic University of America, Washington, D.C. 1965-1968 Music Instructor, Mackin High School, Washington, D.C. (while earning Bachelor of Music degree.) 1965-1968 Choir Director, Laurel Presbyterian Church, Laurel, MD 1965-1975 Trumpeter, performing free-lance in many Washington, D.C. area venues including The Kennedy Center for the Performing Arts, Wolf Trap Farm Park For the Performing Arts in Virginia, National Symphony Orchestra, and Washington National Cathedral 1968-1975 Music Teacher, several Washington, D.C. area schools including Prince George's County, MD Public Schools, Prince George's County Community College and Maryland University. 1972-1977 Choir Director, St Theresa “The Little Flower” Church, Bethesda, MD Financial Services - Education and Career 1975 - Life and Health Ins. Agent, New York Life Ins. Co., Silver Spring, MD 1977 - NASD Series 1, CRD #837190 1979 - Moved to Cape Cod, Bache Halsey Stuart, Hyannis, MA (1979-1986) 1980 - NASD Series 7, General Securities Representative 1980 - Member, International Association for Financial Planning (IAFP) 1981 - NASD Series 63, Uniform Securities Agent Law 1982 - CERTIFIED FINANCIAL PLANNER ™, College for Financial Planning 1982 - Member, Institute of Certified Financial Planners (ICFP) 1986 - Established Brimmer Financial Group, Orleans, MA 1987 - NASD Series 24, General Securities Principal 1993 - Established Brimmer Financial Group, Inc., a Registered Investment Adviser 2000 - NASD Series 65, Uniform Investment Adviser Law 2000 - Member, Financial Planning Association (FPA, merged entity of IAFP and ICFP) 2003 - Member, Cape Cod Estate Planning Council Cape Cod Civic and Cultural Activities 1980-1994 - Director, Lower Cape Concert Band 1982-1984 - Trumpeter, Cape Cod Symphony Orchestra 1997-Present - Member, Church of the Holy Spirit Choir, Orleans 1997-2008 - Corporator, Cape Cod Five Cents Savings Bank 1997-2008 - Trustee, Cape Cod Symphony Orchestra 2003-Present - Member, German American Club of Cape Cod 2009-Present - Director, Lower Cape Concert Band Personal Interests Include Music, History, Politics and Gardening. Member, American Chestnut Foundation, a national organization dedicated to the restoration of our American Chestnut tree (Castanea dentata) to the forests of the eastern states. Brimmer Financial Group - a Branch Office of National Securities Corporation, Member FINRA/SIPC. National Securities Corporation, our Broker/Dealer, was established in 1947. National Securities is headquartered in Seattle, WA and New York City. Through its numerous domestic offices and its European branch office National Securities offers securities brokerage, investment services, corporate finance and investment banking. National Securities Corporation, 1001 Fourth Ave., Seattle, WA 98154 Tel # 1-(800)-552-7574. National Securities Corporation, 120 Broadway, 27th Floor, New York, NY 10271 Tel # 1-(800)-742-7730 Robert W. Brimmer, CFP™ d.b.a. Brimmer Financial Group, is an independent contractor, not an employee of National Securities Corporation, and is free to recommend financial products and services to clients without the constraints of meeting corporate requirements relating to the promotion of any proprietary product or service. Brimmer Financial Group, Inc., a Massachusetts Registered Investment Advisor Corporation. Robert W. Brimmer, CFP ™ is President of Brimmer Financial Group, Inc. Our clients may elect to have financial planning services performed for a fixed or negotiated fee-for-service. Form ADV Part II is available upon request. A fee schedule is available upon request.
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