Brian J. Tolin, CFA
Wealth Management Specialist
Brian is the Wealth Management Specialist of the private wealth management firm of Bray Capital Advisors, LLC. Brian serves on the firm’s Investment Committee, assists the portfolio management team in managing client portfolios, and provides investment and financial planning analysis as part of the firm’s client service team.
Prior to joining Bray Capital Advisors, Brian was a Portfolio Analyst for Raymond James Trust. As an analyst, Brian co-managed client portfolios and performed security and asset allocation analysis. Brian was also a Trust Investment Officer with Raymond James Trust where he provided asset allocation guidance and investment solutions on behalf of clients of Raymond James Trust. In addition, Brian was a Registered Representative for Fidelity Investments.
Brian graduated from Stetson University with a Bachelor’s of Business Administration in Finance and Marketing. Brian also was a trustee and contributing member of the Roland George Investments Program while at Stetson University.
Phone: (239) 451-6008
Fax: (239) 431-3914
Office: Portfolio Manager