For over 25 years, Brian has been providing comprehensive investment and wealth management planning services to his clients. His experience lies in coordinating all aspects of the financial planning process on behalf of individuals, foundations, and corporate clients. He is recognized in many areas of financial and wealth development; in particular, he is well-versed in issues surrounding investment management, philanthropy, estate and trust planning strategies, retirement planning and life insurance risk management.
Brian is a Certified Trust and Financial Advisor (CTFA). He earned the designation after graduating from The Cannon Trust School and the National Graduate Trust School. He also received a degree in industrial management from the Georgia Institute of Technology. Prior to joining Morgan Stanley, Brian was employed by Merrill Lynch Trust Company as manager of the firm’s Wealth Management Services for the Southeast Region.
A contributor to the Atlanta community, Brian is a member of the Investment Advisory Committee of Zoo Atlanta and active in the Atlanta Estate Planning Council. Additionally, Brian serves as Treasurer of the Atlanta Track Club.
Brian resides in Atlanta with his wife and three children.
Brian has been recognized as an industry leader. Some of these honors are listed below.
•Forbes Magazine’s - “Top 200 Financial Advisors” - 2016*-2018
•Barron’s magazine - "Top 100 Financial Advisors" - 2016-2018
•Barron’s magazine - "America’s Top 1200 Financial Advisors" – 2009*-2018; most recently ranking 3rd in the State of Georgia
•Financial Times - “Top 400 Financial Advisors” – 2013*-2017
*Denotes the inaugural year of that particular award’s publication.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Managed Futures