OCKWAY BAY FINANCIAL, LLC
NAPLES, FLORIDA

Brian has been with LPL Financial since 2009 and brings over 30 years of financial services experience to his current role as a LPL Financial Advisor.  Prior to joining LPL, Brian was a Financial Advisor with UBS in Hyannis, MA.  Before becoming a Financial Advisor, Brian was an Executive Vice President in the Retirement Services Division at Fidelity Investments.  In this role, he was responsible for the corporate 401(k) and Defined Benefits Division.  Brian chose to work in the financial services industry as a way to pursue his interests in financial and retirement planning, and investments.  His philosophy is simple; he works to develop long-term relationships with the individuals, families and small businesses that he serves and helps them design a comprehensive financial plan to assist them in pursuing their goals.  Brian believes that ongoing service is critical to ensuring a satisfied client.  He primarily focuses on wealth accumulation, retirement planning, risk management and wealth preservation through proper estate planning and investment. I want to help my clients work towards all of their financial goals. Each area is important individually, but managing them all collectively is one of the most important considerations for your overall financial success.  I take a total wealth management approach with all my clients. This approach can potentially help you live comfortably, invest wisely, manage risk and provide a plan to successfully transfer your wealth to your children and grandchildren. A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services. A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan. If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.