Brian Upshaw

Brian has been involved with finance since 2010 and he joined Merrill Lynch Wealth Management in 2014. He focuses is on developing strategies and offering advice for individuals, their families and their businesses by understanding their short and long term financial objectives.

In a previous career, Brian served 8 years in the United States Marine Corps, most recently as the Platoon Sergeant for the Headquarters Platoon, Bulk Fuel Company A, 6th Engineer Support Battalion, 4th Marine Logistics Group. The experience gained from leading Marines to accomplish difficult missions, as well as courage under hazardous combat conditions during a deployment to the Middle East, have led him to approach wealth management planning with the same fearlessness and tenacity that multi-generational financial strategies require. While long term wealth management planning may not be as dangerous as an armed conflict, the need to plan for known variables, control what can be controlled and prepare for the unknown, is just as important when planning for financial security. The preparation and execution of research based, well-formed plans leads to better overall outcomes for decades to come.

His approach to financial security seeks to answer the questions, “Will I have enough to retire? Will I outlive my assets? Are my liabilities hindering my growth? Are my current retirement plans enough to maintain my standard of living in retirement?”. By providing answers to these questions, and by resolving these issues before they become problems, we can work together and stay ahead of the curve.
 
Brian retired from the Marine Corps with the rank of Sergeant in 2011 to continue his education and to raise a family. He holds a Bachelor’s degree in Economy and Industry from the University of Arizona. He has been married to his wonderful wife Alyssa since 2009 and they have two sons and one daughter. They enjoy giving back to the community by donating their time and talents to many child-centered organizations that focus on the development of the next generation. On the weekends you will find them on the sidelines as they cheer on a soccer team or at the local library, searching for the next great adventure.