Brian began his career in financial services in 1998 and joined Merrill Lynch Wealth Management and the 712 Investment Group in 1999.  Acting as a managing partner and Co-CEO, Brian oversees the organizational structure of the team, coordinating internal and external partnerships and long term strategic planning. For individuals, he understands the need for individualized strategies for affluent clients and works with them to develop strategies that fit their income and growth objectives.  He focuses on providing each client with a wealth analysis to encompasses any and all facets of their financial life.  By working closely with the other professionals in their lives (CPA, T/E Attorney), Brian helps ensure he is being proactive with every relationship to insure a cohesive plan.  For institutions, Brian can access the services of the Bank of America Merrill Consulting Services to assist endowments and foundations in designing their investment policy statements.  Brian was recognized by Forbes Magazine as one of “Best in-State Wealth Advisors” in 2019, 2020, 2021 and again in 2022. (*Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Brian graduated from Villanova University in Pennsylvania with a bachelor’s degree in finance and was a member of the men’s basketball team.  He volunteers at his kid’s elementary school coaching basketball team(s) for children ranging in age from 10-13.  Brian and his wife Jennifer live in Charleston, SC with their 5 young children.



*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year.

Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Michael began his career with Merrill Lynch Wealth Management in 2009.  As a partner on The 712 Investment Group, he controls and oversees the team’s Investment platform – screening, selecting and reviewing the various internal and 3rd party strategies we utilize, and building portfolios for our clients. Michael advises clients on financial strategies and wealth management issues, creating long term plans and assisting with cash flow management, retirement planning, education planning, liability management, trust & estate solutions, and portfolio construction.   
 
Michael graduated from Salve Regina University in Newport, RI, and currently lives in Hoboken, NJ with his wife and son.

Michael joined the 712 Investment Group in 1999 after spending a year with a fund accounting management group.  He is a Senior Financial Advisor in the team's NYC office.  He focuses on assisting both large corporations and small businesses with all aspects of their qualified and non-qualified retirement offerings.  This includes operations, conversions, selection and reviewing providers, investment selection, and employee communication and education.  Michael is equally focused on working with people who are going through a life transition; preparing for retirement, recent retirement, loss of a spouse or a divorce, a job change or selling a business.  He also holds the Certified 401(k) Professional (C(k)P®) and the Chartered Retirement Planning Counselor℠, CRPC® designations. 

Michael  graduated from the National College of Ireland with a bachelor’s degree in European business and languages and currently lives in Brooklyn, NY with his wife.

Ashley joined Merrill Lynch Wealth Management in 2014 with over 10 years of industry experience.  Ashley leads the support staff at the team’s San Francisco office, and brings a strong background in client service and practice management from her years of experience in investments and insurance.  She currently holds the California Life and Health insurance license.

Ashley earned her bachelor's degree in liberal studies from California State University East Bay. She enjoys traveling and spending time with her husband and twin boys.