Edward Jones - Financial Advisor: Brian D Angelillis, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Brian Angelillis is a Certified Financial Planner (CFP®) and financial advisor based in Venice, Florida. He provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-efficient investment management. As part of Edward Jones, Brian emphasizes the importance of face-to-face conversations to understand his clients' financial goals. He serves individuals and families looking for personalized guidance in achieving their financial objectives.

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