CFP®- Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.
Biography
As a Banker in J.P. Morgan’s Private Bank, Brian and his team focus exclusively on high net worth wealth management for individuals and their families - with a particular emphasis on corporate executives of publicly traded companies. Brian recently joined J.P. Morgan’s Nashville Private Bank team after spending the last 11 years with the firm’s Milwaukee Private Bank office where he led the team’s coverage of the corporate executive client segment and managed client relationships.
Along with his team, Brian strives to gain a full understanding of each of his clients’ goals and priorities and then provides proactive guidance on a broad range of wealth management concerns, including executive compensation, multi-generational wealth transfer, philanthropic planning, goal-oriented investment and asset allocation guidance, diversification of concentrated wealth, and liquidity needs. Brian earned his B.S. from Georgia Southern University and his M.B.A. from the University of Wisconsin. He also is a holder of the Certified Financial Planner designation.
A native of Atlanta, GA, Brian lives in Nolensville, TN with his 2 sons.
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