Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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.
Our experts examine the forces that are changing the world – and how they may impact your life
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, 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.
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It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
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Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.