Brian Carickhoff
,
Vice President, Wealth Management Advisor
NMLS #763520
224 Valley Creek Blvd
Exton, PA 19341
610.594.1190
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By understanding our clients’ mindsets and motivations, we can help them prosper personally and professionally – especially when life’s transitions demand thoughtful financial decisions.
Profile

Brian has earned his stripes as an accomplished financial professional and former member of the U.S. Army. His mission: To support clients’ objectives – helping them move smoothly from Point A to Point B with the least amount of risk possible.

In every aspect of his life, Brian believes in doing what is morally right and holding himself to a higher standard. The diversity and loyalty of his clientele reflect his ability to apply rigor and discipline in a friendly and open manner – helping individuals and families feel comfortable in discussing financial and personal issues.

“Given my military background and decades spent as a financial advisor, I am driven by facts and the results of proven strategies,” Brian says. “I’m doing my job well if I can bring about financial outcomes that clients define as meaningful. I serve hard-working people who expect me to work as hard as they do. They deserve it – and it’s my privilege to serve them.”

Brian is a highly credentialed advisor who finds his industry training allows him to bring an uncommon measure of knowledge to clients – as they pursue careers and rewarding lifestyles. He holds the Accredited Domestic Partnership Advisor, ADPA certification from the College for Financial Planning Institutes Corp and the CERTIFIED FINANCIAL PLANNER, CFP® certification from the Certified Financial Planner Board of Standards.

Brian joined Merrill as a financial advisor in 2005 after spending eight years at Morgan Stanley in the same role. During his time as an Indirect Fire Infantryman in the U.S. Army, Brian was awarded two Army Achievement Medals, the National Defense Medal, the Kuwait Liberation Medal, and the Southwest Asia Service Medal with one Bronze Service Star. He was honorably discharged shortly after his tour in Operation Desert Storm/Shield.

In 2018, Brian founded Operation Honor Guard - a 501(c)3 non-profit organization that honors fallen soldiers by cleaning and restoring their headstones with the hope of bringing new life to their final resting place.

Brian holds a Bachelor’s degree from West Chester State University and a place in his heart for family time – with his wife, Mondi, and their three children.
Community involvement is an integral part of how we interact with clients and the areas in which we live.  This drives our interest in spending time volunteering with organizations that share our core values.  We believe the effect you have on others will be your most valuable investment.

About Me
Value Proposition

Today's investment climate offers unprecedented opportunities. We believe a strong wealth management plan is the best way to create a more financially secure future and the more we can learn about you, the more we can help you make informed decisions. We want to help you better understand the investment planning process so you are comfortable and confident with the decisions we make together. Educating clients helps keep them focused on their goals and moderates the emotions that frequently undermine a successful investment plan.

Meet Our Professional Staff
Lauren K Cunningham
Wealth Management Client Associate
610.594.1144
Madeline Huis
Wealth Management Client Associate
610.594.1171
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Alison Guard
Senior Wealth Management Lending Officer
NMLS #535296
Christopher Caradec
Wealth Strategies Advisor
Sondra Gee
Wealth Management Banking Specialist
Friday, March 1st 2024| 12:00 PM EST
Social Security - Preparing for Retirement

Social Security claiming strategies can be complex. Please join us for a discussion on important claiming considerations as they relate to your plans for retirement.

Friday, March 01, 2024 12:00 p.m. - 12:45 p.m. ET

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About Merrill

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.

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Accredited Domestic Partnership Advisor™, ADPA™, and the ADPA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Brian Carickhoff is registered to do business in DE, FL, IN, MA, MD, ME, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.