Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Brian has been involved with finance since 2010 and he joined Merrill Lynch Wealth Management in 2014. He is one of the founding members of MUA Wealth Management and his focus is on developing strategies and offering advice for individuals, their families and their businesses by understanding their short and long term financial objectives.
In a previous career, Brian served 8 years in the United States Marine Corps, most recently as the Platoon Sergeant for the Headquarters Platoon, Bulk Fuel Company A, 6th Engineer Support Battalion, 4th Marine Logistics Group. The experience gained from leading Marines to accomplish difficult missions, as well as courage under hazardous combat conditions during a deployment to the Middle East, have led him to approach wealth management planning with the same fearlessness and tenacity that multi-generational financial strategies require. While long term wealth management planning may not be as dangerous as an armed conflict, the need to plan for known variables, control what can be controlled and prepare for the unknown, is just as important when planning for financial security. The preparation and execution of research based, well-formed plans leads to better overall outcomes for decades to come.
His approach to financial security seeks to answer the questions, “Will I have enough to retire? Will I outlive my assets? Are my liabilities hindering my growth? Are my current retirement plans enough to maintain my standard of living in retirement?”. By providing answers to these questions, and by resolving these issues before they become problems, we can partner together and stay ahead of the curve.
Brian retired from the Marine Corps with the rank of Sergeant in 2011 to continue his education and to raise a family. He holds a Bachelor’s degree in Economy and Industry from the University of Arizona. He has been married to his wonderful wife Alyssa since 2009 and they have two sons and one daughter. They enjoy giving back to the community by donating their time and talents to many child-centered organizations that focus on the development of the next generation. On the weekends you will find them on the sidelines as they cheer on a soccer team or at the local library, searching for the next great adventure.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & Spanish
University of Arizona
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 help you sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will help you build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.