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Brent Hillerich
Brent Hillerich
CFP®
Senior Financial Advisor

(941) 923-3663
5551 Marquesas Cir
Sarasota, FL 34233

brent.2.hillerich@ampf.com

HILLERICH, GROGAN & ASSOCIATES


Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

Interests

  • Raising my two sets of twin boys with my wife keeps us on our toes
  • I enjoy cycling, jogging and working out
  • Coach boys football and baseball
  • Participate in Y-Guides camping with the kids

Community Participation

  • Board of Directors, Boys and Girls Club of Sarasota County

Professional Associations

  • Certified Financial Planner

Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options

License information
I am licensed and registered to conduct business in FL. Based on licenses and registrations I hold, I may also conduct certain business in NV, CA, CT, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, PA, TX, VA, VT, WI

CA Insurance #0G64522

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.


A financial advisory practice of Ameriprise Financial Services, Inc.