PROFESSIONAL PROFILE
"I help a select few successful families create secure financial plans that they don't have to spend all their free time worrying about."
Brian Anderson is a Financial Advisor who specializes in applying a disciplined Wealth Management Process when assisting clients in defining and achieving their long term financial and life goals. Brian's first priority is to listen closely to his clients and their desired results. Brian only offers recommendations after he obtains a complete and clear understanding of his client's resources, current requirements, objectives, time horizons, and risk tolerances. His suggested model portfolios focus on achieving an attractive risk/reward relationship by blending multiple strategies and asset classes together that go beyond just stocks and bonds.
Brian joined Merrill Lynch in March of 2005 while his career in the financial services industry began in 2000 upon graduating from The Ohio State University. Brian also spent two years learning at Denison University in Granville, Ohio.
Brian currently resides in Northeast Columbus (near Polaris) with his wife, Erin and his two dogs, Tucker & Hoover. Brian is currently coaching lacrosse, training for a marathon, and cycling with the Westerville Bicycle Club. He is also active in his community as a board member of the local association.
Beverly Ressler has over 27 years of experiance in the financial services industry. She joined Merrill Lynch in 1991 and is responsible for the administrative and operational functions of the team. Additionally, she is a Certified Financial Manager and Notary Public for the State of Ohio.
Brian and Beverly can be reached locally at (614) 428-2563 or Toll Free at (866) 307-2578.