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Our financial advice team


Brian Emery

Brian Emery

CFP®, ChFC®, CLU®

Private Wealth Advisor

Managing Director of
EMERY & ASSOCIATES
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 56 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Employee Stock Options
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Saving for Education

Interests

I enjoy spending summer days at the beach with my wife, Melissa, and children, Jack, Maeve and James. I enjoy running, biking, hiking, skiing, golfing and playing tennis. I'm an avid reader, enjoy travel, and love to cook.

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2014-2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner, College for Financial Planning
  • ChFC® Chartered Financial Consultant®, American College of Financial Services
  • CLU® Chartered Life Underwriter®, The American College of Financial Services

Education

  • Bachelor of Science, Finance & Economics, University of Delaware, Newark, Delaware
Newsletter

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Community participation

Point Lookout Park Project, CEO

Point Lookout Civic Association, Board of Directors

Point Lookout Chamber of Commerce, Member