With more than 28 years of experience in financial planning and investment management, Brian has the accumulated knowledge and perspective to support you in pursuing your financial goals. He understands the dynamics of wealth – how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and needs as an investor evolve, so will your vision for the future and risk tolerance. Brian will be with you every step of the way, offering sound advice and financial strategies designed specifically for you. As the managing partner of Heberle Helm Ferguson Group of Raymond James, Brian places a priority on service and accountability.
He has created long-term, meaningful relationships with a select group of clients, providing them with personalized financial planning advice using some of the industry’s most comprehensive resources. Based on conversations with you, followed by an analysis of your situation and the current financial markets, he designs a customized investment strategy. He then takes the time to explain his recommendations, puts them into action and keeps the lines of communication open, refining the approach as your life evolves and new goals come into view.
Brian is a graduate of Penn State University. He aligned with Raymond James in 2022. He began his 28-plus-year career with Wheat First Butcher Singer in 1995. He then transitioned to Smith Barney before Wells Fargo Advisors. Today, he provides financial and estate planning, fixed income securities, life and long-term care insurance, corporate retirement plans, managed money, 529 education savings plans and more.
A native and continuing resident of Murrysville, Pennsylvania, Brian has been an active part of the community throughout his life. He is a member of the Greater Pittsburgh Business Connection and works closely with local businesses to support community causes and provide sponsorships for the youth programs of the community. Brian has been married to his wife, Jenna, for 29 years, and they have four children. Together as a couple, they enjoy golf, travel and attending Penn State football games with family and friends.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.