Brian O'Regan Email & Phone Number

My partners and I serve two basic groups of clients: Ultra Affluent: We manage wealth for 175 families. We serve these clients in a variety of ways: Investment Management, Retirement Planning and Distribution, Estate Planning Services, Debt and Cash Flow Mgmt./Complex Access to Banking Services from Bank of America, College Planning. We also have 20 relationships where we are managing money for institutions, endowments, and non-profits. My area of focus lies in the planning aspect of the relationship with the client. I drive The Plan. A financial problem solver. As a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., I bring the skill set to help pull all the pieces of someone's financial picture together.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete a CFP Board's initial and ongoing certification requirements

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  Wealth Management Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Jun 2001 - Present

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  The University Of North Carolina At Charlotte

  Bachelor'S Degree