Brian joined Merrill Lynch Wealth Management in 1983 and offers clients access to a wide range of services within four operating segments: Consumer Banking, Wealth Management & Trust Services, Global Banking and Global Markets. Using a goals based approach, and along with access to specialists in different areas of expertise, we provide an individually tailored approach to investing and risk management.
Our dedicated specialist teams provide customized potential solutions for wealth structuring, trust and estate planning services, and philanthropy, combined with leading investment capabilities and a full range of sophisticated banking and lending solutions.
We also offer specialized capabilities in the areas of art services, sustainable investing, business ownership and succession planning, and specialty asset management.
Brian has Series 3,5,7,8,15,31,63 and 65 FINRA registrations.
Brian holds the designation of Chartered Retirement Planning Counselor TM (CRPCTM) and is a qualified Senior Portfolio Advisor through the firm's Investment Advisory Program. He has completed the Merrill Lynch Longevity Training Program with The University of Southern California Davis School of Gerontology. Brian is a former Officer in the United States Marine Corps and a graduate of St. Francis College.
Brian is active in the Marine Corps-Law Enforcement Foundation, the Disability Advocacy Network and the Military Support Assistance Group of Bank of America. Brian is a member of The Army Navy Club, Washington D.C. and the Order of Malta, USA.
*Chartered Retirement Planning CounselorTM and CRPCTM are registered service marks of the College for Financial Planning. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. *A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
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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.
