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As Senior Vice President of Private Wealth Management, Brian is dedicated to helping his clients achieve their financial goals through comprehensive wealth management. Employing a collaborative approach, he provides holistic planning strategies that encompass portfolio management, estate planning, and risk management.
Prior to joining Capital Wealth Advisors in 2024, Brian served as a Portfolio Manager at Bray Capital Advisors from 2016-2024 where he managed client investment portfolios. Previously, he served as Investment Trust Officer and Portfolio Analyst at Raymond James Trust, N.A. from 2012-2016 where he managed client portfolios and performed security and asset allocation analysis. Prior to Raymond James Trust, N.A., Brian was a Financial Representative for Fidelity Investments from 2011-2012.
Outside the office, Brian enjoys watching hockey, playing golf, and spending time with his wife, Jessica, and their three cats.
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