Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Brian believes that one of the keys to long-term financial success is having a sound Wealth Management Plan designed to pursue one’s life goals. During the planning process, Brian asks pertinent questions in order to gather information and better understand what is important to the client, both personally and financially. Once the objectives are established, the client is presented with a written goals based wealth management plan. The Plan is reviewed and overseen annually with the client to help ensure that goals are being met.
Brian Becker holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.; and is a Wealth Management Advisor, and Senior Vice President with Merrill Lynch Wealth Management. With over 20 years of experience as a financial advisor, Brian focuses on the following planning areas: Retirement Income Planning, College Funding Analysis, Asset and Investment Allocation Analysis, Risk Management and Insurance Analysis, Cash and Liquidity Management, and Credit Management.
Brian graduated cum laude from the University of Massachusetts Lowell with a business degree. He has attended advanced finance and management courses at the Wharton School of Business and Purdue University. He resides in New Hampshire with his wife Jennifer and their two sons.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
University of Massachusetts
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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.