Brian Doe

With more than 25 years in the financial services industry, Brian Doe brings a rare blend of depth, perspective, and personal commitment to his work as a wealth advisor. He specializes in guiding clients through the complexities of investing and retirement planning, applying disciplined strategies that align with individual goals. Known for his approachable style, Brian helps clients move forward with clarity and confidence as they pursue long-term financial stability.

Brian began his career at Merrill Lynch, where he served as an Investment Advisor and PIA (Personal Investment Advisory) Portfolio Manager. Today, he is sought out for his thoughtful, risk-based approach to wealth management, designed to prepare clients for life’s transitions and shifting market conditions. For Brian, the most rewarding part of his work is helping people feel at ease in making financial decisions that support both their present lifestyle and future aspirations.

Beyond his advisory work, Brian has shared his time and expertise through charitable efforts around the world. He lives in Greensboro, Georgia, with his wife Laura and their three daughters. Outside of work, Brian is often biking and hiking the trails of Utah and Montana, or in the kitchen crafting his signature homemade pizzas for family and friends.