Brian joined Adcock Financial Group in 1996 after graduating from Auburn University with a Bachelor of Science degree. Brian holds the following licenses: FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative), FINRA Series 7 (General Securities Representative), FINRA Series 63 (Uniform Securities Agent State Law Exam), FINRA Series 65 (Unified Investment Adviser Law Examination) and the Life, Health and Variable Annuities Insurance license.
Brian leads two teams at Adcock Financial as a Registered Representative and Investment Advisor Representative with NFP Advisor Services, LLC. Brian directs the Wealth Management Team, which works to create customized financial and investment planning for high-net-worth individuals centered around their core beliefs and goals. Brian also leads the corporate Retirement Services team, where he and his team work with businesses in the implementation and monitoring retirement plans. Here Brian and his team work as an extension of a company's HR department, providing some of the fiduciary oversight requirements and educating employees to help them make informed decisions around their retirement plan experience.
Brian's passion for his career and clients has helped him gain recognition as a member of the Million Dollar Round Table since 2000 and a Top of the Table member since 2004. Brian has been a frequent speaker at industry meetings throughout the insurance, Investment and Qualified Retirement Plan, and he has been featured in publications such as Boomer Magazine. He has been nominated for The 401k Wire's 300 Most Influential Advisors in Defined Contribution Plans and the Greater Tampa Chamber of Commerce Outstanding Small Business Leader of the Year award. Brian currently serves on the St. Joseph's Children's Hospital Board, Leadership Tampa Bay Board and the Greater Tampa Chamber of Commerce Small Business of the Year Committee. Brian enjoys spending time with his wife and three children.