Brian Coffing builds enduring relationships through his commitment to providing outstanding service and his guiding principle: The Client Must Always Come First. Through his focused work ethic and regular consultation with a team of firm specialists, Brian develops personalized strategies and provides sound strategic financial advice to address the complex needs of individuals, families, business owners, and charitable foundations.
Brian is a 2002 graduate from the University of Virginia with a degree in economics. Prior to joining Merrill Lynch Wealth Management in 2013, Brian spent several years managing a small business in the motorsports field, catering to discerning clientele worldwide. He holds current the Series 7 and Series 66 FINRA registrations, and Life and Health Insurance licenses.
In his spare time, Brian enjoys tennis, sailing, basketball, and exploring the Blue Ridge Mountains with his Jack Russell terrier.
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.
