Brian Tisdale, Financial Advisor, began his financial services career in 2007. As a Financial Advisor, Brian assists clients by helping them manage their wealth to meet their individual needs. He focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve. Brian follows a disciplined process that begins with first taking the time to get to know each client and the client’s family, their financial situation and what matters most to them.
Brian holds a Bachelor's of Science degree in Criminal Justice Administration from San Diego State University
He and his wife live in Santa Barbara, California and enjoy the outdoor life.
My work cell phone number is 805-705-0354.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
