In a distinguished career of over 30 years, Brian has built a record of accomplishment at several leading firms in the financial services industry. First as a Financial Professional, and for the past 25 years as a branch and area manager, he has always put clients and those he has led first.
Brian is a driven professional, committed to ethical and effective business practices. He combines comprehensive financial and personal skills with his positive attitude, which enables him to work with clients of all types at a high level.
His abilities to help Financial Professionals grow their business is aided by strong presentation and analytical skills and his strength in connecting personally. Brian has a talent for persuading senior leadership and Financial Professionals alike to work with him to help address goals.
He has a track record of collaboration and leadership, to overcome geographic constraints, improve client and Financial Professionals attitudes, and is reliably deft with time limitations. As a coach and leader, he helps Financial Professionals develop their innate talents, assists them in improving their skills, and encourages them to gain additional certifications without losing focus on their business. He is simultaneously a leader and a team player.
Brian earned his Bachelor's degree in economics from Bloomsburg University, and he holds FINRA registrations for the General Sales Supervisor Examination (Series 8), the General Securities Representative License (Series 7), the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65), and the National Commodity Futures Examination (Series 3). He is also licensed as an agent for Life and Health Insurance in the state of Florida.
Brian is actively involved in his community through Boy Scouts of America, Garden's Athletics and Jupiter First Church. He coaches youth sports, fishes, skis, plays tennis and golf. He also enjoys music and theatre.
Oppenheimer’s Boca Raton branch has been serving domestic and international private clients and institutions in the community for over three decades. Our Financial Advisors provide guidance on a variety of financial services including asset management, retirement planning, and cash management, financial planning, and equity research.
Oppenheimer is a full-service wealth management firm that offers a level of curated insight and personalized service for the envy of other investment firms. We are proud to have a team of experienced professionals comprised of top advisors and industry award winners.
Visit our branch and discover how we can help you achieve your financial goals.
Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services
Explore expert-curated content and tools designed to help you achieve your goals while growing and preserving your wealth.
Interested in joining a firm that supports your business, your way? Discover career opportunities at Oppenheimer.
*As of June 30, 2026
Branch Offices across the United States
Financial Professionals
Billion Client Assets under Administration
Powerful Thinking from deep insight and expertise in customized financial planning that drives investment ideas and opportunities to help you achieve your personal goals.
Powerful Thinking focused on delivering unmatched expertise in the financing, trading, and research needs of municipalities, institutions, and emerging growth and middle market companies.
Powerful Thinking in strategic advisory services and capital market strategies from more than a century of deep industry expertise, broad product capabilities, and extensive transaction experience.
Login
All Licenses