Brian P. Callanan Aams®, Aif®, Cbc®, Cepa®, Cltc®, Cvb®, Ricp® Email & Phone Number

Fort Lauderdale, Fl, Us

Independent Financial Advisor & Business Exit Planning ConsultantEstate Planning Solutions with Life Insurance, Structured Settlements and Annuities.Business Owner - Succession Planning & Structured Settlements & Premium FinancingExecutive Benefits - Deferred Income & Key Man InsurancePre & Post Retirees - Guaranteed Lifetime IncomeProtect & Preserve Wealth - Estate PlanningLong Term Care Planning*Existing Policies Reviewed - Liquidity Opportunities via Life Settlements (Sell your Policy)**Previously-Owned Annuities. These are unique because they offer above average rates of return without the risk associated with the equity markets. Today Previously-Owned Secondary Market Annuities constitute one of the three main drivers of our business. Real Estate - Residential & Commercial - Purchase and SalesReal Estate Mortgages - Residential & Commercial - A-Paper, Non-QM, Investor and Foreign National

St. Petersburg, Florida, Us

Who Our Advisors ServeYOU.A Raymond James Advisor's Valued Client.Raymond James advisors serve a wide range of clients with a variety of financial planning needs. Individuals and families, business owners and institutions. Your Raymond James advisor has the expertise to guide you through the range of financial services and products available to you. No challenge is too big. No detail is too small. As stewards of the client-focused principles on which Raymond James was founded, our advisors are dedicated to helping you plan for and strive toward your goals.Our full-service capabilities include: FAMILIES & INDIVIDUALS• Investment Management• Financial & Retirement Accounts• Estate, Charitable Giving & Trust• Banking & Lending• College Savings Plans• InsuranceBUSINESS OWNERS• Investment Management• Retirement Plans• Executive Consulting Services• Capital Markets• Estate, Charitable Giving & Trust• Banking & Lending• Cash ManagementCORPORATIONS & INSTITUTIONS• Investment Banking• Capital Markets• Public Finance• Brokerage Services• Institutional Consulting• Merchant Banking• Tax Credit Funds• Raymond James BankRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

• Retirement Income Planning – Leverage Advanced Markets team to build financial plans.• Executive Benefits – Exit Strategies, Employee Retention, Succession Planning.• Asset Protection – Tax Optimization, Income Protection, Life Insurance and Long Term Care.• Investment Management – Portfolio Analysis, Growth Strategies, Principal Protection.

Boca Raton, Florida, Us

The Nation's Foremost Authority on Wealth Creation, Preservation and DistributionEstate Planning Solutions with Life Insurance, Structured Settlements and Annuities.Business Owner - Succession Planning & Structured Settlements & Premium FinancingExecutive Benefits - Deferred Income & Key Man InsurancePre & Post Retirees - Guaranteed Lifetime IncomeProtect & Preserve Wealth - Estate PlanningLong Term Care Planning*Existing Policies Reviewed - Liquidity Opportunities via Life Settlements (Sell your Policy)**Previously-Owned Annuities. These are unique because they offer above average rates of return without the risk associated with the equity markets. Today Previously-Owned Secondary Market Annuities constitute one of the three main drivers of our business.

Zurich, Ch

• Wrote Marketing Plan & Budget for Florida’s # 1 Financial Advisor, a Barron’s Top 10 Advisor.• New AUM - $100MM• An abrupt vacancy prompted me to step into a leadership position and troubleshoot problems.• Executed all the logistics, implemented structures for measuring all results and led many of the 100+/- public seminars held showcasing our comprehensive wealth management methodologies.• Created strategic alliances with the institutional fund managers & negotiated $60K for underwriting marketing plan, a wholesaler contribution increase of 123% compared to...• Lowered average monthly marketing expense by 61%

Boca Raton, Fl, Us

• A full service pure Investment Banking firm serving the emerging growth and middle market companies assisting in mergers & acquisitions (both buy and sell) as well as capital raising (both debt and equity) (public and private) and a variety of advisory type matters.• Generated an offer for a $50MM project in less than 90 days.

• Worked directly with the Compliance Officer, an 18 yr. veteran, Registered Principal and President.• Responsible for creating exposure and funding for small and micro-cap companies migrating from private to public platforms. We represented US, Chinese and Brazilian companies.• Networked into the executive level circles of ACG of S. Florida, Tampa, Boston and Chicago (HQ).

Basking Ridge, Nj, Us

• Consistently remained above 100% quota. Negotiations were multi-faceted with vendors and clients.• Personal Sales in excess of $3 Million.• Garnered awards for Largest Sale, Largest Solution Sale, and Internal MVP (voted by peers).• Sold to Global, National and Regional key accounts; our complex portfolio of Enterprise Level IT applications of hardware, software and services. Project Management skills were paramount.• Team leadership produced success with virtual members contributing to measurable goals.• Apprised management team of processes necessary to facilitate global application design, pricing, discounting, and funding. Product Management skills were indispensable.• Facilitated explosive growth by cultivating strategic relationships with best in class manufacturers such as Cisco, EMC, AVAYA, Siemens, HP, and DELL. • Responsible for Strategic Planning, Business Analysis and Forecasting of client accounts.

Madison, Nj, Us

• Member of team that sold $30M+ annually and ranked in top .5% of company internationally. • Interfaced with commercial brokers with product and portfolios across multiple product sets including office, apartments, land, marinas, REO, gas stations, and condos.• Managed Properties within my personal portfolio and anticipated the downward trend of the market.

Accredited Asset Management Specialist, Investment Management

Retirement Income Certified Professional, Retirement Income

Ba, History, Ma Certificate To Teach - Secondary Education

Transferred To Framingham, Education

Diploma, College Prep