Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus at RBC Wealth Management Financial Services Inc.
📍 Richmond, Virginia, United States
Brian is a Managing Director and Financial Advisor at RBC Wealth Management, where he leads The Ford Group. A University of Virginia graduate and Certified Financial Planner (CFP®), he has been recognized by Forbes as a Best-in-State Wealth Advisor multiple times.
A native of Richmond, Brian lives in the area with his wife and three children. He is deeply involved in his community, serving on the board of The Faison Center and coaching youth sports.
He has been named to the Forbes "Best-in-State Wealth Advisors" list for six consecutive years (2018-2023).
While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions. They prefer to do thorough analysis of any situation.
Priorities
Topics Brian cares about
Wealth Management
As a Senior Portfolio Manager and CFP®, his career is dedicated to providing trusted financial advice and managing client investment portfolios.
Supporting Autism Causes
He serves on the Board of Directors for The Faison Center, which provides services for children and adults with autism and related challenges.
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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