visit:

An Ameriprise Private Wealth Advisory Practice

 
 
Brent Hillerich Ameriprise Financial Advisor

Brent Hillerich

CFP®

Senior Financial Advisor

 

 
 
Print Summary

HILLERICH, GROGAN & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.


Office Location

5551 Marquesas Cir
Sarasota, FL 34233-3332
Map (941) 923-3663


Professional Associations

  • Certified Financial Planner

License Information

I am licensed and registered to conduct business in FL.

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

CA Insurance #0G64522

My Approach

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.

Areas of Focus

  • Employee Stock Options
  • Saving for Education
  • Small Business
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Planning Strategies

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

Market Watch

Market News
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.