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Merrill Lynch
Wealth Management
The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.
Profile
Brien grew up on a farm/ranch in the San Luis Valley where he learned the importance of working hard and being relentless in the pursuit of your goals. He graduated from CU-Boulder with a degree in Political Science after playing 3 years of division I basketball as a walk-on and making the Commissioner's Honor Roll and All-Academic first team for the Big XII Conference. After graduating, Brien gained valuable experience as a financial advisor in the financial service industry working at Promark Financial, Axa Advisors, and Wells Fargo Advisors. This combination of growing up in a small rural community, playing team sports, and learning industry perspectives from global leaders are what guides Brien's financial services practice today. He believes strongly that financial success is based on creating definitive financial goals and then formulating a plan of action to keep yourself on track. His philosophy is centered around the thought that setting goals and then working ridiculously hard to achieve them is what gives our life meaning. Merrill Lynch Wealth Management provides the framework to deliver advice and guidance from one of the most prestigious and respected wealth management firms in the world to individuals, families, and businesses.
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.
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EDUCATION
University of Colorado Boulder
Create a plan that is all about you.
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.
Additional Resources
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.
Tiffany Blacksten
Wealth Management Banking Specialist
Merrill
Andrew M Butt
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #515815
Past Events
Taking Control of Your Retirement Defining and Pursuing the life you want.
Jay's Bistro, 135 W. Oak St, Fort Collins, CO 80524
October 25th, 2022|6:30 PM - 8:00 PM MST
Throughout your investing life, you’ve worked hard to save for the retirement you’ve always envisioned. In this seminar, we’ll talk about one of the most life- altering financial turning points each of us will experience — the transition to retirement — and the challenges and risks associated with it, as well as some potential solutions for building a portfolio to support your goals. Join us for an informative seminar during which you’ll get a better understanding of:
• Common retirement risks such as longevity, withdrawal, investment and inflation risks — and ways to help manage these risks.
• How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you.
• Techniques for building a portfolio aligned to your priorities — leveraging a range of potential solutions.
- Dinner
- Beverages
Taking Control of Your Retirement Defining and Pursuing the life you want.
Jay's Bistro, 135 W. Oak St, Fort Collins, CO 80524
October 27th, 2022|6:30 PM - 8:00 PM MST
Throughout your investing life, you’ve worked hard to save for the retirement you’ve always envisioned. In this seminar, we’ll talk about one of the most life- altering financial turning points each of us will experience — the transition to retirement — and the challenges and risks associated with it, as well as some potential solutions for building a portfolio to support your goals. Join us for an informative seminar during which you’ll get a better understanding of:
• Common retirement risks such as longevity, withdrawal, investment and inflation risks — and ways to help manage these risks.
• How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you.
• Techniques for building a portfolio aligned to your priorities — leveraging a range of potential solutions.
- Dinner
- Beverages
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
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.
Articles
Why Merrill?
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.
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