Experience

Brian is a Market Director for the Florida Market. Brian has been in the financial industry for 22 years, 19 of those with Merrill Lynch. He graduated in 1996 from Stony Brook University in NY and started his Merrill Lynch journey in 1998 where he held various roles at Merrill Lynch, Merrill Edge, and Bank of America.

First, Brian worked as a CA/IA for a producing Branch Manager out of the Riverhead, NY branch for 7 years. He then transferred down to Florida for an opportunity to work with a large Financial Advisor team as an Investment Associate. Brian then transferred to Charlotte NC and continued his financial solutions advisor role. After 3 years of running a successful practice, he was given an opportunity to go into the management side of the business and lead the SE division and BFA program where he worked closely with financial advisors developing strategies around the new program of having more junior advisors sit in a Bank of America branch while developing Merrill Lynch relationships. He interacted with Sr. Management and developed a program that would help clients while also helping Merrill Lynch advisors grow their teams. For the past 5 years, he was FADP Performance Manager/ADP Market Leader for the North Florida Market and most recently the Atlanta Buckhead Market. 

Brian currently lives in Ponte Vedra, Florida with his wife Kim and two daughters, Reilly and Madison. He enjoys playing pickleball, golf, traveling, and any other activity that has to do with being outside with my family and friends.