Private Wealth Advisor, Director - Wealth Structuring
Brian’s career has revolved around helping affluent clients protect their assets from taxes as well as liabilities. After graduating from York College of Pennsylvania with a B.S. in Business Marketing, he developed a successful career in the insurance industry as a specialist in Life and Long-term Care who partnered with both independent financial advisors and wirehouse brokers. After seven years at John Hancock and The Hartford, he had an opportunity to join Merrill Lynch as their in house Wealth Structuring Specialist. This is the role where Brian first started working with Herman Rij, Jason and Brian Cort, and Kori Lannon. Brian has worked very closely with this advisor team for close to a decade, but was also teaming with over hundreds of other Merrill Lynch advisors across the country. In this position, Brian consulted directly with the high and ultra high net worth clients of Merrill Lynch, advising and educating them on how to best protect their estates from taxes and liabilities using trusts, insurance, and other wealth structuring strategies.
Brian not only works closely with clients and their wealth management advisors, but also the clients’ attorneys, accountants, and family offices. When Brian is not working, he is spending time with his wife, Jill and children, Natalie, Andrew, and Jameson.