Brian is a CERTIFIED FINANCIAL PLANNER™ practitioner with areas of expertise including financial planning, investment strategies, alternative investments, cash management, and point and figure charting (a system for determining entry and exit points in stock market trading).
The prestigious CFP® certification is one of the most respected professional credentials among consumers and the recognized standard of excellence in personal financial planning. CFP professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
By gathering and analyzing financial data from each client, Brian is able to personalize a financial plan specific to their individual goals, needs and situation. He also assists our team in managing client portfolios based on the relative strength strategy we apply. Brian is well versed in technology and uses this knowledge to help efficiently deliver information to clients online.
Before joining Raymond James in 2017, Brian was a wealth management associate and portfolio manager associate at Morgan Stanley. Earlier in his career, he served as a financial planning specialist and investment associate at UBS. He holds Series 7 and 66 securities licenses, and earned a bachelor’s degree in Finance from Rutgers University, where he graduated with honors.
Certified Financial Planner Board of Standards, Inc., owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.