As a dedicated Financial Advisor with Merrill Lynch Wealth Management, Brian and his team guide families, individuals, and businesses in simplifying the complexity of their financial lives. Through BofA Global Research clients have access to world-class research, market analysis and risk management strategies.
Brian’s strategic investment guidance is focused on the following areas:
Disciplined Asset Allocation
Retirement Planning
Open Architecture Investment Management
Stock Option Analysis and Concentrated Stock Management
Insurance Needs
Long-Term Care
Customized Lending
Trust and Estate Planning Services
Brian is a native of Massachusetts and grew up on the South Shore. He has been in the financial services industry since 2007. Prior to joining Merrill Lynch Wealth Management in 2012 he worked at State Street Global Advisors as a financial analyst. In his free time, he enjoys weight lifting, snowboarding, and running.
Brian holds the CERTIFIED FINANCIAL PLANNER™ certification. He is a graduate of the University of New Hampshire with a bachelor's degree in Finance. Brian holds his FINRA Series 7 and Series 66 registrations, as well as his Life, Health, and Annuity Insurance Licenses.
*Asset allocation does not ensure a profit or protect against loss in a declining market.
*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
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.
