As a Wealth Management Advisor with Merrill Lynch Wealth Management, I focus on connecting all aspects of each client's life in order to help prioritize and pursue the goals that matter most to them and their families.
My process is designed to help deliver a customized and consistent experience to assist high-net worth clients with a focus on the life-cycle of wealth: accumulation, preservation and distribution. The process will address a wide range of complex issues faced by wealthy individuals and their families including portfolio strategies, wealth transfer, family dynamics, risk management, asset preservation, closely-held business ownership, charitable giving, retirement and estate planning services.
My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives.
Using a goals-based approach to wealth management, I work with individuals, families, executives, businesses owners and philanthropic organizations.
Prior to living in Florida, I resided in New Canaan, CT. While living in Connecticut I was active in the community as a youth hockey coach in Greenwich.
Brian holds the Certified Private Wealth Advisor® certification, administered by the Investments and Wealth Institute and taught in conjunction with the Yale School of Management. Brian also holds the series 7, 55, 63, and 65 FINRA Registrations, as well as a Florida Life and Health Insurance License.
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.
