Brian Cpa/Pfs

Brian CpaPfs

Managing Director
Morristown, New Jersey, United States

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Work Experience

Mercer Advisors

Managing Director

2018-04-01 - Present

Traust Sollus Wealth Management

Senior Wealth Advisor

2002-10-01 - 2018-04-01

Merrill Lynch

Vice President

1999-09-01 - 2002-09-01

Arthur Andersen

Tax Manager

1995-07-01 - 1999-08-01

Skills

holistic wealth management financial planning family wealth office investment management risk management asset protection estate tax & legacy planning retirement plan design & administration career counseling financial advising financial services investing professional services tax services

Languages

English