Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
5210 EAST WILLIAMS CIRCLE
TUCSON, AZ 85711
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Brian has been involved with finance since 2010 and he joined Merrill Lynch 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 one son 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 Lynch 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 Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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 financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will 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.