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Brian Nething

Merrill Lynch
Financial Advisement

Contact Information:

Phoenix, AZ 85016
United States

Years in Business:

 

1

Clients I'm Seeking:

 

My team specialize in dental and medical practices. We also help anyone seeking financial advisement, estate planning, small business services, including lending services, college savings, 401k plans, and anyone seeking information on the new fee disclosure statement they received.

About My Business:

 

Brian comes to Merrill Lynch armed with over 15 years of marketing and client needs based experience. His focus is on building and developing strong bonds, the kind of bonds that span the life of his clients, educating them on the importance of developing wealth management strategies for both their personal as well as business needs, and providing his clients with advice that will help them meet their short- and long-term financial goals. By paying close attention to the needs, desires and aspirations of his clients, Brian looks to provide the kind of guidance that will help meet those goals. He takes a deep interest in his client’s lives and values, and he gives them the best of what he has to offer as an advisor. Brian’s approach to wealth management is consultative and objective, he looks to educate as well as provide guidance, while developing strategies and solutions for high-net-worth individuals, their families and their businesses. Brian takes great care when listening to and reviewing client financial situations, preferences and goals, making sure to thoroughly understand each client’s time horizon, risk tolerance and liquidity needs as well as expectations before proceeding with any financial advice. Brian’s recommendations then, are designed to accurately reflect those necessities, whether for income, growth, capital protection, or tax reduction. Brian believes part of providing superior service to clients is essential to success; this means he must address a wide range of opportunities as well as concerns. Brian's work in aerospace as well as locally with small businesses aids in his understanding of engineers, government employees and small business owners. This coupled with a team of seasoned professionals focusing on dental and medical practices, brings an understanding of a wide yet specific range of clientele. Brian has lived in the Phoenix Metro area for over 18 years. He is a Summa Cum Laude graduate of Arizona State University, with a B.S. in Communication, and was awarded Dean’s list honors every semester he attended. Brian currently works with many local charities and non-profits providing support in areas such as education, animal care, environmental preservation, and the arts. He enjoys a wide range of recreational activities from mountain biking, to fly fishing to golf. Brian and his wife, Tiffany, currently reside in Phoenix, Arizona, with their 3 dogs, Jill, Ipsy, and Frida, and cat Sierra.

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