Brian Gigliotti
Brian Gigliotti brings over 20 years of experience in the financial services industry, dedicated to helping clients achieve their financial goals through personalized guidance and strategic planning. His approach is built on fostering long-term relationships and delivering tailored strategies that address every aspect of a client’s financial life—from wealth accumulation and preservation to retirement income planning and estate transfer strategies.
Brian earned dual Bachelor of Science degrees in Financial Services and Corporate Finance from San Francisco State University in 2004. He began his career with Citibank’s retail banking division in New York City before transitioning to Citi’s Wealth Management Unit (Citi/Smith Barney) on Wall Street. In 2010, Brian returned to his hometown of San Francisco and joined Merrill, where he currently serves as Senior Vice President and Senior Financial Advisor. He also holds the Chartered Retirement Planning Counselor™, CRPC™ designation from the College for Financial Planning Institutes Corp.
A proud third-generation San Franciscan, Brian enjoys spending time with his wife, daughter, and their chocolate labs, Gabby and Ella. Outside of work, he can often be found working on his classic car or playing a 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.
