Merrill Lynch Financial Advisor Brian Minard

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Brian Minard is a financial advisor based in Bellevue, Washington, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and holder of the Certified Investment Management Analyst (CIMA) designation, Brian provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys and achieve their objectives.

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