Brian Malison

Background

About Brian Malison

Brian earned his Bachelor of Science degree in Finance from the University of Tampa in 1994. As a native of New York he returned there upon graduation and spent two years with a major investment firm before returning to Florida to continue his financial services career. Brian brings a high level of experience and understanding to clients in the areas of qualified and non-qualified retirement plans. He has extensive knowledge in helping plan sponsors facilitate their retirement plan designs which aim to maximize benefits for the owners and key executives of professional groups and mid-size private companies. He oversees the implementation and administration of both defined contribution and defined benefit plans. In seeking the appropriate design and plan provider for each client he assists with development and review of investment policy statements, manager searches, ongoing due diligence, and participant education services. When necessary he coordinates corporate retirement plan services with third party administrators, along with a client’s attorney and tax advisor. Furthermore, plan participants who are seeking assistance with their personal planning can utilize our private client services. He has earned the Chartered Retirement Plans Specialist (CRPS®) designation and is a Corporate Retirement Director. He can also assist public companies with corporate retirement plans services. Brian has been involved with and supported various foundations and philanthropic organizations in the community. He lives in St. Petersburg with his wife and two daughters. When away from work he is an avid boater, enjoys scuba diving and offshore fishing. Specialties: Corporate Retirement Plans