Brian Watterson is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2011, he has focused on understanding the priorities of high-net-worth individuals and families, providing personalized attention and disciplined financial strategies tailored to client objectives. As a Portfolio Manager, Brian manages discretionary personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment approaches. Brian holds a Bachelor of Science degree in Mathematics from Utah Valley University. He is a Certified Investment Management Analyst® (CIMA®) professional, a Certified Plan Fiduciary Advisor (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). He is also a member of the Investment & Wealth Institute. Brian is engaged in his community through his church and has served a two-year mission in Armenia. Residing in Jurupa Valley with his wife and five children, Brian’s personal interests include basketball, football, genealogy, hiking, reading, running marathons, and softball. He is committed to building strong relationships with clients by providing knowledgeable and accessible guidance to help them make important financial decisions.