Vice President - Advisory Services
Brian graduated from Villanova University with a Bachelor of Science in Finance in 2008, starting his career with Merrill Lynch that same year as an Institutional Equity Sales analyst. In 2011, Brian fulfilled a childhood dream and joined the United States Navy as a Naval Flight Officer. He spent 8 years serving as Tactical Coordinator, Mission Commander, and Weapons Tactics Instructor for the Maritime Patrol & Reconnaissance Force, accumulating over 1,200 flight hours and deploying to the Middle East, Central America, and Indo-Pacific areas of operation. In 2019, Brian earned his Master of Science in Finance from Georgetown University and transitioned out of the Navy, back into the civilian finance sector. In 2020 he began working as a Wealth Advisor at Aviance Capital Partners located in Naples, FL, focusing on financial planning and portfolio management. Brian joined Moors & Cabot in June of 2023.
Brian focuses on providing planning and portfolio management services to individuals interested in a customized solution to their personal financial situation. As a function of his background and experience, he has historically worked with military veterans, small business owners, and accredited/high-net-worth individuals.
One of Brian’s specialty focus areas is Special Needs Financial Planning - a focus area that developed from his personal experience with the special needs community. As a Chartered Special Needs Consultant (ChSNC), Brian works with individuals and their families to develop special needs life plans and identify funding sources to enhance a person’s quality of life.
Brian currently lives in Ponte Vedra, FL with his wife and two daughters. He is an avid Villanova basketball and NY Giants football fan as well as an amateur Triathlete. Brian is also an active member of his parish church, the Jacksonville Villanova Alumni Network, CFA Society Jacksonville, and Estate Planning Council of Northeast Florida.
Background and qualification information is available at FINRA's BrokerCheck website
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