Brian Westerman

Financial Planner

Brian graduated Magna Cum Laude from Quinnipiac University with degrees in both Finance & Economics. Recruited to play soccer, he was a goalkeeper for the Bobcats during his four years there. Following his Sophomore year, he interned for a Financial Planner at Morgan Stanley and knew he wanted to pursue a career helping people protect, grow and plan for their retirements. Brian has spent the past 8 years pursuing that dream. He’s looking forward to attaining more experience, knowledge and relationships to continue his mission of helping people.

Phone 516-376-7450