Senior Wealth ManagerBrian 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.
Most recently, Brian worked for ten years as a Vice President, Private Wealth Management at Bartholomew & Company. Other previous experiences include Vice President at A.G. Edwards, Vice President at Morgan Stanley/Dean Witter, Investment Advisor at Paine Webber, Trust Officer at Worcester County National Bank and Insurance Agent at New England Mutual—where Brian also earned membership in the prestigious Million Dollar Round Table.
A 40-year member of Worcester Country Club, Brian has been active in the community with charitable events including serving as a board member for Wachusett Area Chamber of Commerce and on the Board of Advisors at Nichol’s College. In his leisure he can be found with his camera and dog, Finley, by his side. His long-time love for Cape Cod led to Brian's recent move from his home in Holden, MA to East Harwich, MA, where is resides with his wife of 37 years: Darlene. Brian was an active student athlete during his high school and college years and is a graduate of Saint Thomas More Prep and Nichol’s College with a B.A. in Business.
Registrations & Licenses
- Series 7, 63 and 65 Securities Registrations
- Life and Health Insurance Licenses