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Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*
Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.
Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2023
Published on August 8, 2023. Rankings based on data as of March 31, 2023.*
Early Influences
Brian King's journey into the financial world began in his childhood, sitting beside his grandfather, eagerly watching the stock ticker scroll across the TV screen. Those moments sparked a lifelong fascination with finance, a passion that has since evolved into a flourishing career. With over 14 years in the industry, Brian feels that his experience and dedication have solidified his reputation as a trusted financial advisor.
From a young age, Brian found himself drawn to the intricacies of finance and accounting. Influenced by his father's profession as an accountant, he embraced the technical and big-picture aspects of the field. His early experiences, such as participating in stock-picking competitions and assisting his father during tax season, laid the foundation for his future endeavors.
A Caring and Comprehensive Approach
Brian views his role as a financial advisor as unique and multifaceted. To him, it's more than just managing finances; it's about being a confidante, a planner, and a trusted strategist. He thrives on building meaningful relationships with clients, guiding them through milestones and challenging times. He feels his ability to connect across generations, from grandparents to grandchildren, is a testament to his relational and communicative skills.
At the core of Brian's philosophy is genuine care for his clients. He and his team are known for their proactive, ongoing communication, helping to ensure that clients' needs are consistently met. Their referral-based business is a reflection of their commitment to clients' best interests. Brian prides himself on delivering comprehensive, detail-oriented advice while maintaining a relaxed atmosphere.
Engaging with new clients involves a thorough understanding of their financial position, family dynamics, and immediate and long-term goals. Brian's approach is comprehensive, presenting detailed strategies and recommendations tailored to each client's unique situation.
Brian's experience is particularly geared towards corporate executives and business owners. He provides tax-efficient, low-cost strategies, focusing on stock concentration, exit planning, estate planning needs, retirement income strategies and, most importantly, their overall financial plan. His goal is to empower clients to live the lifestyle they desire, with or without the need to work.
Qualifications and Recognition
Brian's feels that his credentials speak for themselves. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor® professional, he has been recognized in 2023 as a Forbes Best in State (Published on April 4, 2023. Rankings based on data as of June 30, 2022) and Forbes Next Gen Best in State advisor (Published on August 8, 2023. Rankings based on data as of March 31, 2023). He believes that these accolades underscore his knowledge and commitment to his clients.
With a CFP® certification, Brian possesses extensive training and is committed to acting in his client’s best interests, offering personalized strategies for investment, tax minimization, retirement, and more. This knowledge often leads to more robust and tailored financial plans that align with clients’ unique goals and circumstances.
Meanwhile, for business owners, he feels that collaborating with a CEPA® professional is invaluable. Brian focuses on preparing businesses for eventual transition, helping to ensure maximum value and smooth succession. He feels that his proficiency in exit strategy, wealth preservation, and market trends can significantly enhance the likelihood of a successful and profitable business transition.
By having both a CFP® certification and CEPA® designation, Brian is able to bring extensive knowledge and dedication that he believes can profoundly impact individual and business financial health.
Our team is involved with local communities, assisting charitable organizations such as St. Vincent de Paul. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
English
Brophy College Preparatory
Southern Methodist University
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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