Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Brian has been a Wealth Management Advisor managing wealth for affluent families, business owners and executives since 2003. He began his career in the financial services industry in 1997. He is supported by Specialists in areas of liability management, retirement income, insurance, estate planning services and portfolio construction.
He is able to provide a wide array of financial services including the construction and implementation of tailored wealth management strategies encompassing traditional and non-traditional investment alternatives, tax and estate planning strategies, insurance, and banking services for high-net-worth individuals and families, business owners, corporate executives and retirees through Bank of America, N.A.
He is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.
He attended San Diego State University and graduated with a B.A. degree in Economics. He has a certificate of completion in personal financial planning from the San Diego State University School of Business, fully accredited by AACSB International - The Association to Advance Collegiate Schools of Business.
Brian holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.
Brian works to provide an exceptional level of client care and service, and he invites you to contact him to see how his knowledge and service can help meet your financial needs.|Veronica C. Benitez
Registered Senior Client Associate
Veronica began her financial services career with Merrill Lynch in 1995. With an extensive compliance and customer service background, Veronica is dedicated to driving day-to-day operational and administrative excellence. She assists clients with service requests and provides administrative support to the advisory team in delivering investment services and access to Bank of America banking. She uses her knowledge of systems, policies and procedures to quickly resolve questions, and offers thoughtful responses to client needs.
Disclosures: Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete a CFP Board’s initial and ongoing certification requirements.
Some or all alternative investments may not be suitable for all investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
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.
San Diego State University
Forbes' "Best-in-State Wealth Advisors" list in 2018
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
Senior Wealth Management Lending Officer, NMLS #637394
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 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
*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. Merrill Lynch Wealth Management 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 Wealth Management Advisors, we will 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 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.