Brian applies his more than 16 years’ experience in serving the financial planning and wealth management needs of his clients. His specialties include insurance planning, employer-sponsored plans and retirement planning. Brian’s time spent as part of the Raymond James Insurance Group and the Merrill Lynch Insurance Group adds to his professional perspective and broad financial acumen. He is a graduate of the University of Central Florida and holds a Bachelor of Science degree in business. Brian is also a CERTIFIED FINANCIAL PLANNER™ professional.
When not busy with professional responsibilities, Brian loves spending time with his young daughter.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
Raymond James does not provide tax or accounting services.
Raymond James is not affiliated with any of the companies mentioned.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with the above organizations and/or charitable causes.
