Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Brian began his finance career in 2006 and has advised clients at Merrill for over 13 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 wealth and estate planning strategies, liability and tax management, and concentrated stock strategies. He was named to the Forbes “Best-in-State Next-Generation Wealth Advisors” list in 2022(Published on August 3, 2022. Rankings based on data as of March 31, 2022).*
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, Brian was an investment banking analyst at Citigroup Global Markets where he advised private equity firms and Fortune 500 companies on leveraged buyouts, IPOs, 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.
After many years in San Francisco, Brian and his wife now live in Tiburon with their two children. They enjoy the outdoors, entertaining family and friends, and being active in the community.
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 Strategist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #693456
Wealth Management Banking Specialist
Merrill
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