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Brian Caldwell, Financial Advisor serving the Bedford, NH area - Ameriprise Advisors

Brian Caldwell

Financial Advisor

Private Wealth Advisor
Pilothouse Wealth Planning
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 10 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Small Business

Qualifications

  • Series 7 License- General Securities Representative
  • Series 66 License- Investment Advisory Agent
  • Life, Health & Variable Annuity Licensed

Education

  • University of New Hampshire- BA Business Administration
  • Whittemore School of Business and Economics-- UNH

Awards & recognition

  • Pilothouse Wealth Planning, Ameriprise Client Experience Award, 2020 - 2023
  • Five Star Wealth Manager, 2013, 2015, 2016

Previous experience

  • Banc of America Investment Services, 2008-2009
  • Bank of America Premier Bank- U.S. Trust, 2002-2008
  • Paine Webber/UBS Asset Management, 2001-2002

Community participation

Former Member of the Manchester Regional Youth Hockey Association Board of Directors

Interests

  1. Love to spend time with my wife Melissa, my son Nicholas, and my daughter Abigail
  2. Enjoy participating in most sports, especially hockey, golf, tennis, skiing, baseball, racquetball, and mountain biking.
  3. Avid golfer with an USGA handicap index of 2.0
  4. Cherish time spent in the outdoors, whether it is hiking, fishing, hunting, our mountain biking with my family