Brian provides wealth planning and investment advice to clients with wealth management needs. He analyzes, constructs, and adjusts client portfolios to help pursue specific goals, risk profiles, and objectives. Brian works with his business partners to provide banking, lending, insurance, and estate planning services for his clients. He also conducts in-depth and ongoing research across multiple asset classes, including equities, fixed income, passive strategies, and third-party investment managers. Brian joined Merrill Lynch Wealth Management in 2013.
Brian is a CERTIFIED FINANCIAL PLANNER™, CFP® practitioner. The CFP® designation is awarded by the Certified Financial Planner Board of Standards, Inc. He received his bachelor’s degree from Dickinson College. Brian lives in southwest Austin with his wife, Alexandra.
*Banking and Lending Services are through Bank of America, N.A.
Brian serves on the Board of Managers for the TownLake YMCA, and is a volunteer for Austin Boxer Rescue.
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.
