Designations and Licenses

Brian is an Accredited Investment Fiduciary® designee, Chartered SRI Counselor℠ and a Chartered Retirement Planning Counselor℠.

Experience and Education

Brian provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements tailored wealth plans with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and strategies for growing and sustaining wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner Wealth Advisors, Brian was principal, senior client strategist at BNY Mellon Wealth Management. He worked directly with successful individuals, families and organizations to address their investment and fiduciary needs. Before that, he was managing director, development officer at Truist, where he led a foundations and endowments specialty practice in Florida.

Brian has a Bachelor of Arts degree in psychology from Southern Connecticut State University.

Personal Interests

Away from the office, Brian serves on the Endowment Committee for the Rehabilitation Center for Children & Adults of Palm Beach and is a student mentor for Cristo Rey School of Atlanta. He is also a member of the Association for Corporate Growth (ACG) of South Florida and the Planned Giving Counsil of Palm Beach County. He enjoys the Boston Celtics, contemporary art and volunteering.