With more than 25 years of industry experience, Brian has the accumulated knowledge and perspective to help you with your financial goals. Brian understands the dynamics of personal wealth and the intricacies of services for corporations and nonprofit entities, how to balance the complex forces at work and how to adapt intelligently as conditions change. After 20 years with a large, global company Brian decided to open his own practice in 2023 and partner with Raymond James. The combination of his local office near clients and a leading national partner allows him to bring the right guidance and tailored strategies to clients in a more personal, effective way. Brian’s deep knowledge of the industry allows him to build strong relationships with clients and colleagues alike. He aims to use his astute decision-making skills to deliver measurable outcomes, striving to be a respected figure in the financial community. His commitment to professional development is evident through his designations. He holds the Accredited Investment Fiduciary® designation, which showcases his knowledge in managing investments and providing consulting services to fiduciaries. Additionally, he is a Chartered Retirement Plans Specialist™ reflecting his specialization in corporate retirement plan strategies. Brian endeavors to create long-term, meaningful relationships with a select group of individuals and families. He provides them with personalized advice in the areas of advanced planning, investment management and relationship coordination with their team of professionals. Companies and nonprofit entities have unique needs and deserve a consultative approach. Brian’s experience combined with a deep bench of expertise at Raymond James helps them create, implement and pursue their financial strategies. Brian is an active member of his community and serves on several boards of directors and committees. He has long supported the ALS community and currently serves as vice chairperson of the Florida Leadership Council and chair of the Development Committee for the ALS Association. He is also a member of the Financial Investment and Advisory Committee for the Jacksonville Police & Fire Pension Fund, the finance committee for Hope Haven and chairperson of the Church of Our Saviour Foundation. Raymond James is not affiliated with any organizations mentioned above.