Brian began his 28 year financial services career with Raymond James Financial in 1987. Prior to joining UBS Financial Services in 2008 he was Sr. Vice President, Sr. Portfolio Manager and Wealth Advisor with Morgan Stanley for over 17 years. He holds Series 7, 63 and 31 securities licenses and health, life and annuity insurance licenses. Brian is a graduate of the prestigious Wharton School of Business Financial Advisory Program where he earned the Wealth Advisor designation. This designation supports his holistic planning process that is used for each client in helping them pursue their financial goals with confidence.
Brian is a Senior Portfolio Manager, in which he has decision-making authority over client accounts, emphasizing a long-term service arrangement in which clients’ interests always come first. Participation in the Portfolio Management Program (PMP) is a privilege granted to select Financial Advisors who have met certain prescribed educational, compliance and investment management standards, which allows him to tailor-fit client portfolios as a fiduciary.
Very active in the Tampa Bay Community, Brian currently sits on the executive boards of the Florida Dream Center and Change This World and served many years on the executive board of the Boy and Girls Club, Sun Coast Chapter. He is an active participant with the Global Missions division of his church and mentors young business professionals.
Brian enjoys spending time with family, traveling, boating, fishing, and diving.