For more than 25 years Brian has advised high net worth individuals and families in the areas of financial planning, estate and tax planning, investment management and portfolio construction. Brian is a trusted, independent fiduciary advisor, who helps clients achieve their financial goals and establish a lasting legacy.
Brian began his financial advisory career in 1992. Prior to Minot Wealth, Brian worked at Alex Brown & Sons, Deutsche Bank, and UBS.
He is a graduate of Colby College and lives in Westwood, Massachusetts with his wife, Julie, and their five children. When not working for his clients, Brian can usually be found coaching youth sports or struggling with his golf game.