Designations and Licenses

Brian is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Brian works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Brian was a financial planning specialist at Morgan Stanley, where he was responsible for financial planning and analysis, relationship management and designing income tax and estate planning strategies tailored to clients.

Brian holds a bachelor of science in business administration from the University of Rhode Island.

Personal Interests

Away from the office, Brian enjoys travel, exercise and live music. He is a fan of the New York Yankees and New York Giants.