portrait of Brian Colvin

About Brian

My favorite memories of my childhood relate to central Florida as we were fortunate enough to be able to visit Disney World and other wonders near Orlando when I was a young boy. My parents bought a home in The Villages over 20 years ago and I have been a regular visitor ever since. My love for the area was solidified when we moved to the family section called Middleton. We are excited to have our two young boys in the charter school and to help build this wonderful community.

I have been in financial services for over 30 years. I...

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Intergenerational Planning

Education

  • Univ of Minnesota,MinneapolisBachelors

Team Members

  • Zoraya Rodriguez
    Branch Office Administrator
  • Beth Rostcheck
    Branch Office Administrator
    FPQP®

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