Firm Value Statement: Brian joined the practice in January of 2012. His initial focus was new client acquisition while also learning investment analytics and portfolio analysis. Brian’s communication skills have helped him identify and build new client relationships. He also communicates our team’s investment and client service process. He has an active role in the analytical process and research supporting our tactical investment strategies. This combination of personal communications skills and the nuances of our investment process have helped Brian grow rapidly into a valuable team member and advocate for our clients. Wells Fargo Advisors is not a legal or tax advisor. However, Brian will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. Brian is an avid and skilled tennis player, loves the Florida outdoors, and particularly enjoys scientific reading about quantum mechanics and theoretical physics.
Brian earned a bachelor’s degree in English Literature from Florida State University in Tallahassee, FL and lives in downtown Miami.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC.
Education and Degrees
- Bachelor’s Degree, English Literature, Florida State University
- Series 7 and 66
- Life Insurance including Variable Annuity