Brian Sweeney MBA, CFP®, EA
Brian has spent the last 7 years involved in the investment services & financial planning world. His initial experience came from Merrill Lynch, where he worked as an investment advisor on a team that managed over 250 million of assets. He later moved to Raymond James where he spent time developing his investment management, retirement planning and tax strategies skill set, until settling in with LPL Financial.
Brian's primary focus and experience is investment management as well as advanced financial planning and tax strategies when working with clients.
Brian has earned his degree in Finance from Ohio University while playing football, as well as earning his MBA from California University. Brian also holds his certificate in financial planning from Bryant University as well as his CERTIFIED FINANCIAL PLANNER® professional designation, adding a more in depth and trusted approach for clients. He is also finishing his CPA designation for in depth tax planning strategies.
Brian and his team encompass all aspects of financial planning when working with clients. He prides himself on the ability of his team to add value, establishing comprehensive financial planning services, long term growth strategies, and implementation and management with a goal to simplify and maximize financial well-being.
Brian is originally from Pittsburgh, PA but currently resides in Grandview Heights, OH with his fiance, Ariana.