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Brian joined Merrill Lynch Wealth Management in 1983 and offers clients access to a wide range of services within four operating segments: Consumer Banking, Wealth Management & Trust Services, Global Banking and Global Markets. Brian offers concierge service and guidance to Endowments, Charitable organizations, C- Suite Corporate Executives, Family Trusts and Individual Investors. Using a goals based approach, and along with access to specialists in different areas of expertise, Brian provides an individually tailored approach to investing and risk management.
With our Bank of America Private Bank, we help high-net-worth individuals, families and institutions grow, preserve and share wealth and achieve unique goals. Our Private Bank client teams take a tailored approach to delivering specialized services and expertise, providing boutique-style private banking that leverages the global resources of Bank of America, one of the world's leading financial institutions. These dedicated teams provide customized potential solutions for wealth structuring, trust and estate planning services, and philanthropy, combined with leading investment capabilities and a full range of sophisticated banking and lending solutions. The business also offers specialized capabilities in the areas of art services, sustainable investing, business ownership and succession planning, and specialty asset management.
Brian has Series 3,5,7,8,15,31,63 and 65 FINRA registrations.
Brian holds the designation of Chartered Retirement Planning Counselor (CRPC) and is a qualified Senior Portfolio Advisor through the firm's Investment Advisory Program. He has completed the Merrill Lynch Longevity Training Program with The University of Southern California Davis School of Gerontology. Brian is a former Officer in the United States Marine Corps and a graduate of St. Francis College.
Brian is active in the Marine Corps-Law Enforcement Foundation, the Disability Advocacy Network and the Military Support Assistance Group of Bank of America. Brian is a member of The Army Navy Club, Washington D.C. and the Order of Malta, USA.
*Chartered Retirement Planning Counselor and CRPC are registered service marks of the College for Financial Planning.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
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English
St Francis College
Officer Candidate School
University of Southern California - Davis School of Gerontology
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #832116
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Wealth Strategies Advisor
Bank of America, N.A.
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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®
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