Brian Bohn joined Merrill in 2014 and has been in the financial services industry since 2011. As a Wealth Management Advisor, Brian has assisted clients by managing their individual wealth through multiple and complex market cycles meeting their individual needs. Brian is a frequent and sought after speaker on investment planning which has been a primary business focus for his team. Brian delivers a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding the unique opportunities and challenges clients face.
Brian holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc.
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