Brian E. Hess

As a Financial Advisor at Merrill, Brian is passionate about helping individuals and families simplify the complexities of their financial lives.
Our mission is to provide quality strategies, customized to your needs based on risk tolerance, time horizon, liquidity needs, and overall investment goals.
Our process begins with questions and discussions that help us focus on what is most important to you and your family. Then, we can help you organize your financial life, addressing your unique needs, and putting a plan in motion in pursuit of your long-term goals.

Brian began his career with UBS Wealth Management in 2008, holding client service, analyst, and leadership roles over his 18-year tenure with the firm. Brian focused on aligning business development initiatives to focus on the growth, preservation, and legacy for successful families and professionals in close partnership with Financial Advisors.

Outside the office, Brian is deeply committed to giving back to his community. He is actively involved in coaching youth lacrosse and serves on the Finance Advisory Council for the Church of Saint James in Basking Ridge. He also serves as the President of the West Point Island Civic Association in Lavallette, New Jersey.

Brian and his wife, Jessica, reside in Basking Ridge, New Jersey, with their three daughters.