Brian White is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the Merrill Lynch team in 2008, he has focused on providing clients with personalized wealth management strategies, including services related to divorce transition planning, defined benefit plans, personal retirement planning, portfolio management, and retirement income. His expertise also extends to institutional retirement plans, estate administration, and securitized lending. Brian holds a Bachelor’s degree in Finance and Economics from William Paterson University and a Master of Business Administration from Rutgers University. He has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These credentials support his commitment to helping clients develop tailored financial strategies to pursue their long-term goals. Originally from Bergen County, New Jersey, Brian now lives in Greenwich, Connecticut, with his wife, Diana, and their two children, William and Penelope. He is active in community volunteering and enjoys personal interests such as golfing, ice hockey, running marathons, music, and spending time with his family.