Brian began working for Merrill as a part time Client Associate in 2016 while attending Stony Brook University where he received his Masters in Accounting. As a Client Associate Brian worked with clients and advisors to run financial plans and help clients plan for their financial goals. Now as a Financial Advisor he continues to help clients plan for their retirement as well as assisting them with any other concerns they might have.
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.
