Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Brian began his finance career in 2006 and has advised clients at Merrill for over 10 years. He designs sophisticated wealth management strategies for successful individuals and families through a disciplined process tailored to each client’s unique needs. Utilizing his experience across financial markets, Brian provides personalized advice on integrated investment and wealth plans, concentrated stock management, liability and tax management, and estate planning strategies. He was recently named to Forbes “Best-in-State Next-Generation Wealth Advisors” list for 2019.
Brian is dedicated to forming collaborative client relationships founded on transparency and mutual trust. This consultative approach is proactive and engaging, designed to ensure that outcomes are fully understood and adjustments are made for evolving personal and financial situations. Brian and his team are committed to a standard of service and convenience that removes complexity from his client’s lives, so they can focus on other important endeavors.
Prior to joining Merrill Lynch Wealth Management, Brian was an investment banking analyst at Citigroup Global Markets where he advised prominent private equity firms and Fortune 500 companies on leveraged buyouts, IPOs, debt offerings, and other M&A related transactions. Brian is a Magna Cum Laude graduate of California Polytechnic State University, San Luis Obispo, where he received a B.S. in Business Administration with concentrations in Finance and Accounting.
Originally from the Bay Area, Brian spent his childhood in Sacramento and moved to San Francisco after college. He and his wife Stephanie enjoy hosting parties for friends and family and exploring San Francisco on foot while sampling the wonderful restaurants and beautiful running paths along the way. Both are thrilled to be new parents of their first child, a baby girl.
*Source: Forbes “Best-in-State Next-Generation Wealth Advisors” list, September 4, 2019. Forbes "Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
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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.
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 approach, 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.
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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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.