Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Brian joined Merrill Lynch in 2009 and has worked in the finance industry since 2006. He focuses on developing sophisticated wealth management strategies for successful individuals and families through a disciplined process tailored to each client’s unique situation, concerns, and goals. Brian utilizes his experience across financial markets to provide personalized advice and guidance on a full spectrum of wealth management strategies.
Brian is dedicated to forming close, collaborative client relationships founded on transparency and mutual trust. This consultative approach is proactive and engaging, helping to ensure that outcomes are fully understood and adjustments are made for evolving personal and financial situations. Brian is committed to a standard of service and convenience that removes complexity from his clients’ lives, allowing them to focus on other important endeavors.
Prior to his role as a Financial Advisor, Brian served as a Senior Analyst in Merrill Lynch’s Private Banking and Investment Group advising ultra high-net-worth clients including successful company founders, private equity partners, and senior executives. Brian provided investment advice and guidance across all asset classes, developed and implemented complex investment plans, and managed concentrated stock positions through multiple strategies.
Before joining Merrill Lynch, Brian was an investment banking analyst at Citigroup Global Markets in San Francisco, where he covered prominent private equity firms and Fortune 500 companies in the consumer retail and healthcare sectors. His duties included financial modeling in the evaluation of 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. He was elected Beta Gamma Sigma, the international business honor society recognizing graduates in the top tenth percentile.
Brian lives in San Francisco with his wife Stephanie and enjoys running, baseball, cooking, and playing guitar.
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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.
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 NMLS # 693456
Wealth Management Banking Specialist
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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Your advisor is a click away within our site or mobile apps
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*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.