Merrill Lynch Financial Advisor Brian O'Regan

Services Offered

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

About

Brian O'Regan is a financial advisor based in Charlotte, North Carolina, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Brian provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys and achieve their long-term objectives.

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