Brian Rigby

Background

About Brian Rigby

Brian is a Financial Advisor who holds the Certified Investment Management Analyst® designation with over 20 years of investment experience. He is a member of the Murphy Wealth Management Group at Merrill which is located in Cincinnati, OH. Brian advises individuals and families seeking personalized guidance and wealth planning strategies to help meet goals such as paying for college and saving for retirement. He also helps clients develop a net worth statement and provides advice and guidance on how to best grow wealth over time. Brian also has a strong knowledge of social security and provides clients with guidance on how to best maximize this benefit. For corporate clients, Brian and his team provide retirement plan consulting services and wealth management planning tools to employers helping them fulfill their fiduciary responsibilities. These services include access to Merrill's Investment Policy Statement Service, Plan Investment Menu Design, Investment Performance Reviews and Group Employee Education. Areas of Focus: investment management for families, retirement plans including 401(k) and deferred compensation, executive stock option planning, college savings analysis & retirement income planning.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.