"Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble"
- Warren Buffett
Brian Therrell is a Financial Advisor with Cambridge Investment Research. Brian is also Managing Partner and Compliance Officer at Generations Wealth Advisors, LLC.
Philosophy: Brian is passionate about wealth management as a primary tool in the financial planning process. By using a disciplined risk managed fiduciary process, Brian develops, monitors and adjusts investment portfolios to keep clients on track towards their financial goals.
Methodology: No two clients are alike. Each client’s financial goals, timetables and risk tolerance are different. The formulation of a detailed financial plan within the bounds of the client’s risk tolerance are key tools in structuring a client’s investment program. As a client focused advisor, Brian is mindful of the tax aspects of investment returns. Brian will draw from a wide variety of investments to meet the client’s goals. Regularly scheduled reviews with clients are essential to the financial planning/investment management process.
Clientele: Brian’s clientele is diverse. They include pre-retirees, retirees, business owners, corporate executives and medical professionals. Brian’s clients enjoy the personal attention they receive from him throughout life’s journey. The fervor and devotion that Brian brings to his clients sets him apart from most advisors.
Accomplishments: Brian has worked as a FINRA Licensed Advisor since 2004. Brian currently holds FINRA Series 24, Series 7 and Series 66 Licenses and is authorized to conduct business in most states. Brian also holds a State of Florida 2-15 Insurance License. Brian is a graduate of The University of Florida and is a passionate alumnus.
Personal: Brian has lived in South Florida for most of his life. Brian is a father to three young daughters who consume most of his time and attention during off work hours. The outdoors, camping, fishing, sports, travel and reading occupy his spare time. Brian believes strongly in bettering oneself, commitment to helping others, kindness and personal responsibility.
Telephone Brian at 561.362.2260 or email him at Brian.Therrell@MyGenWealth.com for your complementary consultation.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Cambridge and Generations Wealth Advisors are not affiliated.