Brian Sixt

Brian is a Senior Financial Advisor in the Beverly Hills, CA. Merrill Lynch Wealth Management office, and has been with the firm for 35 years. Brian is a 1973 graduate of the University of Maryland with a B.A degree. In addition, Brian has achieved Chartered Retirement Planning Counselor℠ (CRPC®) designation from the College for Financial Planning. As a Senior Financial Advisor, Brian focuses on total wealth management and provides strategies for multidimensional personal and business finances. Brian has a defined process by which he works with each client. He insists on understanding the specific situations of the people he works with; thereby being able to establish objectives, develop an appropriate strategy, make recommendations, and track the progress we are making together toward reaching those goals and objectives. With Brian, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Once your wealth management plan has been implemented, Brian will periodically review your plan's progress with you to help make certain that its strategy remains aligned with your overall financial needs. By having a plan and a process in place you will be less effected by extraneous event driven decisions. Brian has access to a wide range of Merrill Lynch Wealth Management specialists whose experience can be drawn upon to customize a solution based on the client's risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. *Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.