Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Financial Advisor with Merrill Lynch Wealth Management, Brian focuses on connecting all aspects of each client's life in order to help prioritize and pursue the goals that matter most.
Prior to joining Merrill, Brian spent nearly a decade at Cantor Fitzgerald & Co. as Managing Director of Convertible and Equity Linked Securities. At Cantor, his responsibilities included sales, trading, and managing the risk in his own long /short trading book. In addition, he helped guide clients through volaitile and uncertain markets from 2008 until 2014.
Brian received his bachelor’s degree with a concentration in Business, Political Science and Sociology from Stony Brook University in 2002. Prior to studying at Stony Brook, Brian attended the Kent School in Kent, CT, and currently serves as a Class Agent to the Alumni and Development Office as a member of the Class of 1999.
Prior to living in the Palm Beach area, Brian most recently lived in New Canaan, CT. Brian coached youth hockey in Greenwich, CT. Brian, currently serves as a member of the Transplant Forum Executive Committee at Columbia University Medical Center in New York, NY. Brian had a family member receive a life saving kidney and pancreas transplant in 2015.
Brian holds the Series 7, 55, 63, and 65 FINRA Registrations, Brian also holds a Florida Life and Health Insurance License.
Stony Brook University
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.
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.
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
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.