Brian is a Senior Partner at Greyson Private Wealth with over 15 years of experience helping business owners and high-net-worth individuals navigate complex investment, wealth management, and financial planning decisions. His career began at Merrill Lynch, where he developed his expertise in investment management and comprehensive wealth planning as part of a team overseeing more than $500 million in client assets.
Today, Brian specializes in helping business owners and affluent families develop personalized wealth management strategies that integrate investment management, retirement planning, tax efficiency, and long-term financial goals. With a strong background in both investments and advanced tax planning, Brian brings a comprehensive perspective to helping clients preserve and grow their wealth, navigate important financial decisions, and plan for the future.
Brian earned his degree in Finance from Ohio University, where he also played football, and later completed his MBA at California University of PA. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and Enrolled Agent (EA) credential. He has also completed a certificate in financial planning from Bryant University and a certificate in Private Equity from Harvard University.
Brian takes pride in leading a dedicated team focused on delivering a coordinated approach to wealth management. By bringing together investment strategies, financial planning, and tax considerations, Brian and his team help clients simplify complex financial decisions, identify opportunities, and work toward their long-term financial objectives.
Brian is also the author of FREE LUNCH MONEY: A Guide to Financial Freedom, available on Amazon.
