Brian believes that the key to long-term financial success is having a sound Wealth Management Plan designed to pursue one’s most cherished life goals. During the planning process, Brian asks pertinent questions in order to gather information and better understand what is important to the client, both personally and financially. Once the objectives are established, the client is presented with a written goals based wealth management plan. The Plan is reviewed and overseen annually with the client to help ensure that goals are being met.
Brian Becker holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.; and is a Wealth Management Advisor, and Senior Vice President with Merrill Lynch Wealth Management. With over 30 years of experience as a financial advisor, Brian focuses on the following planning areas: Retirement Income Planning, College Funding Analysis, Asset and Investment Allocation Analysis, Risk Management and Insurance Analysis, Cash and Liquidity Management, and Credit Management.
Brian graduated cum laude from the University of Massachusetts Lowell with a business degree. He has attended advanced finance and management courses at the Wharton School of Business and Purdue University. He resides in New Hampshire with his wife Jennifer and their two sons.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
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.