Private Wealth Management


Brian Foley

Senior Wealth Manager

Brian joined the team in December 2019 in order to facilitate a partnership with his son, Ryan. He brings with him over 35 years of experience, concentrating in investment, insurance and financial planning.

A graduate of Nichols College, Brian holds Series 7, 63 and 65 securities registrations as well as health and life insurance licenses.

For many years, Brian lived in Holden MA but now resides in East Harwich Cape Cod with his wife, Darlene.