Meet Brian
Brian is Sr. Wealth Advisor, Sr. Director in the Atlanta office. He joined Mercer Advisors in 2016 after six years as Sr. Vice President of Register Financial Advisors. Brian began his investment advisory career in 1993. Before joining Mercer Advisors in 2017, he gained diverse experience addressing the needs of high-net-worth individuals, charitable organizations, and corporations as an investment advisor at Bank of America, Merrill Lynch, and a boutique advisory firm. Brian received his undergraduate degree in government from Hamilton College and his MBA from Kennesaw State University. He is a CERTIFIED FINANCIAL PLANNER® professional and an IRS Enrolled Agent.
Brian’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Brian has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Complexities of inherited wealth, from taxes to legacy
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Helping dentists balance personal wealth goals with the demands of running a practice
- Advising physicians with insurance, debt, and investment strategies
His working style
Brian has a thoughtful and personalized approach to advising, with a focus on arranging clients’ affairs to help pay the least amount of taxes.
Brian in real life
What keeps you busy outside of work?
I stay busy with family, travel, masters track and field competitions, and guitar playing.
How do you give back?
I participate in volunteer opportunities through the Financial Planning Association.
Favorite thing about where you live?
Atlanta has diversity, surrounding beauty, and access to arts and sports.
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