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Brian S
Series 66, Series 63, Series 65
Forest, VA
Fidelity
Brian Soistmann is a Financial Consultant currently working with Fidelity Investments. He has held roles at Fidelity since 2023, progressing from Financial Representative to Investment Consultant and now Financial Consultant. His professional experience extends back to 1996, including positions such as Vice President and Financial Consultant at Charles Schwab, Managing Partner and Portfolio Manager at Soistmann Putney Asset Management, Financial Advisor at UBS, and Financial Consultant at Merrill Lynch. Throughout his career, Brian has focused on helping clients develop comprehensive financial plans tailored to their individual goals. His approach emphasizes building trust and lasting relationships to support clients in making informed financial decisions. Outside of work, Brian enjoys cooking and baking, spending time with family, traveling, and volunteering.
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