Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Brian R. Strandskov, CFP®, CRPC®
Wealth Management Advisor
Brian R. Strandskov is a Wealth Management Advisor with Merrill Lynch Wealth Management in Princeton, NJ. He began his career at Merrill in 2004 and joined the Princeton branch office in 2005.
Brian assists individuals, families, and business owners in achieving their financial goals both in the short term and the long term by utilizing the tools and resources only available through the powerful combination of Merrill Lynch and Bank of America. These financial goals include retirement planning, education planning, estate planning services, life and long term care insurance, and the management of major life-changing events such as the birth of a child, divorce, changes in employment, receiving an inheritance, or a death in the family.
Brian recognizes that every client is unique and creates customized portfolios that are both consistent with the client's goals and timely given the current market environment. He employs a disciplined, long term approach to investing based upon the client's specific financial needs and risk tolerances. By always putting the needs of clients first, performing regular portfolio reviews, and coordinating with the client's other family advisors such as attorneys and accountants, Brian establishes long term relationships with clients that center around organizing their financial lives. His primary goal is to become a lifetime friend and resource to clients and their families that spans from generation to generation.
Brian has obtained the CERTIFIED FINANCIAL PLANNERTM certification, which is granted by the CFP® Board of Standards, and the Chartered Retirement Planning CounselorSM designation. He earned his Bachelor’s Degree from West Chester University and his Master of Business Administration (M.B.A.) from Wilmington University.
Brian enjoys spending time with family and friends, playing golf, and watching movies (with a nostalgic love of 80's movies). Brian resides in Allentown, N.J.
The Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
West Chester University - Bachelor's Degree
Wilmington University - Master's Degree
Our experts examine the forces that are changing the world – and how they may impact your life
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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.