A native of St. Petersburg, Florida, Brian earned his bachelor’s degree in finance at the University of South Florida and holds a Wealth Management Specialist (WMS) designation. He joined Raymond James in 1990 and, through the years, has focused on providing his clients customized investment plans while guiding them through all facets of financial planning with an emphasis on estate planning. Brian uses his deep financial knowledge to tailor a plan to meet the unique needs of each client and is committed to providing them the highest level of service and advice.
Brian resides in St. Petersburg with his wife Alice, a former Raymond James associate of more than 15 years, and their son, Logan. Brian served 10 years as a valued board member of The Resurrection House and remains active in the community. He is an avid swimmer, a member of the St. Pete Masters, and enjoys competing in long-distance, open water races. Brian and Alice enjoy travel, particularly out west as the geography is conducive to their love of all things outdoors.