Work History
Edward Jones
Edward JonesOctober 2021 to Current
About Brian
As an Edward Jones financial advisor, it is my great joy and my deep responsibility to help you reach the financial goals you've always wanted.
When I joined Edward Jones in 2009, I made it my mission to spend time getting to know my clients and their specific needs. I use an established process to create personalized strategies to help them achieve their financial goals. I work closely with their estate planning attorney and tax professional to help ensure we are addressing all possible issues and concerns.
As a financial advisor with over 14 years of experience helping individual investors, I...
When I joined Edward Jones in 2009, I made it my mission to spend time getting to know my clients and their specific needs. I use an established process to create personalized strategies to help them achieve their financial goals. I work closely with their estate planning attorney and tax professional to help ensure we are addressing all possible issues and concerns.
As a financial advisor with over 14 years of experience helping individual investors, I...
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- College Savings
Work History
Edward Jones
Edward JonesOctober 2021 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Education
University of Florida
University of FloridaBachelor of Science
Education
University of Florida
University of FloridaBachelor of Science
Personal Interests
- Golfing
- Outdoor Enthusiast
- Spending Time with Family
- Sports Enthusiast
- Personal Fitness
Team Members
Angie BerriosSr. Branch Office Administrator
John WelterSr. Branch Office Administrator
Tina ScarpelloBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | By Appointment Only |
| Fri | By Appointment Only |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | By Appointment Only |
| Fri | By Appointment Only |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(352) 860-2839Fax
(877) 222-7991Office Address
103 US Hwy 41 SInverness, FL 34450
Location
InvernessFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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