Brian R. Strandskov, CFP®, CRPC™
Wealth Management Advisor
Vice President
Portfolio Manager
Brian R. Strandskov is a Wealth Management Advisor with Merrill Lynch Wealth Management in Princeton, NJ. He began his career at Merrill in 2004 and joined the Princeton branch office in 2005.
Brian assists individuals, families, and business owners in achieving their financial goals both in the short term and the long term by utilizing the tools and resources only available through the powerful combination of Merrill and Bank of America. These financial goals include retirement planning, education planning, estate planning services, life and long term care insurance, and the management of major life-changing events such as the birth of a child, divorce, changes in employment, receiving an inheritance, or a death in the family.
Brian recognizes that every client is unique and creates customized portfolios that are both consistent with the client's goals and timely given the current market environment. He employs a disciplined, long term approach to investing based upon the client's specific financial needs and risk tolerances. By always putting the needs of clients first, performing regular portfolio reviews, and coordinating with the client's other family advisors such as attorneys and accountants, Brian establishes long term relationships with clients that center around organizing their financial lives. His primary goal is to become a lifetime friend and resource to clients and their families that spans from generation to generation.
Brian has obtained the CERTIFIED FINANCIAL PLANNERTM certification, which is granted by the CFP® Board of Standards, and the Chartered Retirement Planning Counselor™ designation. He earned his Bachelor’s Degree from West Chester University and his Master of Business Administration (M.B.A.) from Wilmington University.
Brian enjoys spending time with family and friends, playing golf, and watching movies (with a nostalgic love of 80's movies). Brian resides in Allentown, N.J. with his wife, son, and daughter.
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.