Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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Brian Chrisman joins Merill Lynch Wealth Management and from Royal Alliance and the Advisor Group in Pittsburgh, PA. Since 2012 Brian has structured his practice to create a holistic approach to wealth management planning that centers around each client’s specific needs and goals. Over the past 8 years, Brian has grown his practice from the ground up using a client service model that provides both transparency and integrity. Relying on his experiences learned from New England Securities, MetLife Premier Client Group & the John Hancock Financial Network, this transition will align Brian’s practice with Merrill Lynch Wealth Management which is one of the world's premier financial services institutions.
Brian graduated from Marshall University in 2007 with a Bachelor’s Degree in Sports Management & Marketing. As a captain on the Marshall University Baseball team Brian competed from 2004-2007 until his graduation in 2007. Upon graduation, Brian enrolled at the University of Pittsburgh pursuing a Master’s Degree in Applied Sciences. He competed as a member of the Baseball team in 2008 and Graduated in 2009 from The University of Pittsburgh. Brian is an active member of the Marshall University Big Green Foundation and the University of Pittsburgh Varsity Letter Club. Brian and his family are actively involved in Little League Baseball, Softball and golf. Brian and his wife Kate make their home in Palm City, FL. They have three children. Charlotte (7) Jack (4) Eva (3).
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.
The University of Pittsburgh
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 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.