Brian P. Mcgrath Email & Phone Number

Needham, Ma

As a Financial Representative, I help educate my clients on the importance of saving and protecting their wealth. By building strong relationships with each client, I learn how to best meet their goals and objectives by providing comprehensive financial strategies to help protect, grow and preserve what matters most too each client.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. HUB WEALTH STRATEGIES LLC is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. CA Insurance License Number - 0L73523. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. DG 2/2/24

Bristol, Rhode Island

Charged with cultivating, sustaining, soliciting and stewarding high-profile individuals on behalf of Roger Williams University. Through meetings, presentations and networking raised funds for Roger Williams University ranging from $50 to $50,000.

New England

Charged with promoting and sustaining the Honest Tea brand at different venues. Established and cultivated the brand with potential and current individual consumers. Elevated and sustained relationships with potential and current companies through presentations, meetings and networking.

Bristol Ri

Charged with serving the Roger Williams President and his VIP guests at all University functions and events. Ensured that venues were prepared for president and guests. Served guests’ needs throughout events. Created a successful experience for participants.

Charged with streamlining and identifying effectiveness and consistency within the yogurt production process. Measured and traced the life cycle of various Stonyfield products by recording samples, and plotting and analyzing data. Presented suggestions based on research and analysis.

Bachelors Of Science, Biology And English Literature

Education record