PROFESSIONAL PROFILE
Brian has built his practice with individuals and business to define and ultimately achieve their financial goals. He recognizes that his ultimate responsibility to his clients is to help them build a solid foundation on which to make their financial decisions with confidence. Brian takes a hands on role in following through for clients to make sure their needs are always taken care of with the highest level of attention, and that financial strategies are effectively implemented.
Brian works with businesses and individuals through every step of their financial life cycle. He works with his clients to develop a robust wealth management strategy, focusing on in-depth financial solutions and a relationship that is built on trust. Brian has experience developing and successfully implementing financial strategies that range from asset accumulation to the efficient transfer of a business or individual’s wealth.
Brian offers personalized solutions that address:
• Retirement Income Planning
• Trust and Estate Planning working with family tax accountants and attorneys
• Corporate cash management solutions
• A wealth of experience designing and refining company sponsored 401(k) / Retirement plans
• Business transition planning
• Individual wealth preservation and insurance planning strategies
Brian joined Merrill Lynch in 2007, coming from the institutional investment side of the industry. He has over 16 years of investment experience. Brian graduated with a B.S. in Management from North Adams State College in North Adams, Massachusetts.
Brian lives in Braintree, MA with his wife, Michelle and two sons, Colin and Andrew.