Brian Gigliotti,
Senior Vice President, Senior Financial AdvisorNMLS #558503
For the last 20 years, my work in the financial services industry has been built on a passion to foster enduring client relationships with well-informed personal guidance and service. As a financial advisor, I apply an individually tailored approach to creating financial strategies and serve to address every aspect of my client’s financial lives. I use a defined process to advise clients on wealth accumulation, preservation, retirement income planning, and estate transfer strategies that reflect their unique financial circumstances, goals, and perspectives.
I knew from a young age that I wanted to help support client’s wealth management needs. In 2004 I earned dual Bachelor of Science degrees (Financial Services and Corporate Finance) from San Francisco State University. Shortly after graduation, I joined Citibank’s retail banking division and relocated to New York City. While in NYC, I transferred to Citi’s Wealth Management Unit (Citi/Smith Barney) to work on Wall Street. In 2010, I returned back home to San Francisco and joined Merrill Lynch Wealth Management where I am currently a Senior Vice President and Senior Financial Advisor. In addition to the Bachelor degrees, I hold the Chartered Retirement Planning Counselor™, CRPC™ designation from the College for Financial Planning Institutes Corp.
On a personal note, I’m a third generation San Franciscan. I love spending time with my wife, daughter and our chocolate lab, Gabby. On weekends you will find me working on my classic car or out for the occasional round of golf.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
