Brian is a Financial Advisor at Eleven Atlantic – True Wealth. He has over 15 years of banking and investment experience at some of the world’s largest wealth management firms. Brian has been able to combine his training at those corporations with the personal touch of an independent office to offer his clients a unique wealth management experience.
Brian started his career in financial services at Morgan Stanley and, later, Merrill Lynch. He was given the opportunity to join Eleven Atlantic in 2017, where he has been helping families plan for and achieve their financial goals.
Throughout his career, Brian has developed a strong understanding of economics and is well versed in equity and fixed income markets. He has refined skills in investment management and asset allocation, as well as retirement and estate planning. Brian has built his reputation as a trusted professional by advising his clients on how to effectively grow, preserve and transfer their wealth.
Brian graduated from Rollins College, receiving his B.A. He lives in Neptune Beach with his wife and three children. Brian is active in the community, having served as a director for Waste Not Want Not, a northeast Florida food rescue, and the local chapter of the American Red Cross. In his free time, he enjoys coaching his children’s sports teams, golf and fishing.
My five-step process is driven by a simple question: When you think about finances, what is most important to you?
Listen – to what you want your money to do for you. The foundation of a successful relationship is a clear understanding of the goals that we are trying to achieve together.
Understand – your unique financial situation. We will complete a holistic review of your financial picture.
Create – a financial plan. This document is the blueprint for how we are going to work toward your goals and allows us monitor progress over time.
Execute – the strategies derived by the financial planning process.
Review – and update the plan regularly. In order for the plan and strategy to be effective, it needs to be updated with life’s ebbs and flows. The plan is only as good as the information that it contains.
I work with doctors, lawyers, steel workers and linemen. Large nonprofits, small family foundations, teachers and nurses. Business owners, corporate executives, police officers and firefighters.
While my clients come from many different backgrounds, they have a common thread: they’ve all decided to take ownership of their financial future.
Investing involves risk and you may incur a profit or a 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.
442 3rd St.
Neptune Beach, FL 32266