Senior Vice President, Financial Advisor
Brian combines his wealth management, retirement, and financial planning experience to help high net-worth individuals, business owners, families, and retirees. He designs, implements, and monitors customized wealth plans with the focus on his clients’ short and long-term goals and objectives. Helping clients solve comprehensive and complex financial challenges motivates and gratifies him. Brian joined Fragasso in 1998 as the marketing manager before beginning his career as financial advisor in 2000.
Brian earned his bachelor’s degree in business from West Virginia University. He was raised in Maryland and currently resides in Bethel Park with his wife, Christi, who also works for the firm and his son, Connor, who recently received his bachelor’s degree in Computer Science.
Brian serves on the board of directors for the Pauline Auberle Foundation whose mission is to build strong individuals, families, and communities. He and his family are also passionate about helping animals in need to find their loving forever homes. Brian’s hobbies include cycling, trail running, and signing up for the occasional Ultramarathon. One of his proudest achievements was completing a 100 Mile Ultramarathon.
CERTIFIED FINANCIAL PLANNER™ Professional
Series 7, 24, 63, and 65 securities licensed through Private Client Services
Chartered Retirement Plan Specialist®
Insurance licensed, Pennsylvania