Brian J. Probst,

Brian has developed a refined process to help successful people and their families put all the pieces of their financial puzzle together. It's a dynamic process that adapts as their lives unfold and their needs evolve. This process provides the foundation to assess, create, implement and manage a client centered investment plan. He believes this serves as the cornerstone of a long lasting client relationship.

Before joining Raymond James in 2016, Brian was a Vice President and Senior Portfolio Advisor at Merrill Lynch. Previously, he worked for public and private companies, providing custom strategies and services directly to domestic and international manufacturing companies. Brian graduated from Michigan State University, where he earned a Bachelor of Science degree.

Today, Brian provides a sound approach to a wide range of clients throughout the United States who have accumulated wealth in corporate, family business, and individual assets. He feels a sense of duty to help educate clients on financial topics and has made the many questions surrounding retirement and family legacy planning his core focus.

Brian is a Certified Financial Planner^™ practitioner; he offers expertise in a wide-range of services and has completed a rigorous and comprehensive program that covers the financial planning process, tax planning, employee benefits, estate planning, investment management and insurance. He is also a Chartered Retirement Planning Counselor℠ and has in-depth knowledge of a variety of important issues and strategies surrounding retirement planning, such as retirement income, employer-sponsored retirement plans and retirement cash flow.

When Brian is not in the office he enjoys skiing, sailing, and is an active triathlete. Brian and his wife Taylor, live in Rochester Hills with their daughters, Vivienne and Grace.