Brian Bollenbacher

Background

About Brian Bollenbacher

I made the career switch from capital markets to wealth management in order to follow my passion for relationship building and the opportunity to contribute towards clients reaching their financial/life goals. As a former Wall Street Analyst, I use my Equity Research background to support portfolio management and trading responsibilities for the Waterstreet Financial team, in addition to my client facing advisor responsibilities. I was named Partner in 2023. I was attracted to Waterstreet Financial due to their team based approach to financial planning, and client-centered investment process. Additionally, Raymond James, with whom we are partnered, offers resources to best service clients, as they are one of the largest independent financial service firms in the nation. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Waterstreet Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.