Brian Picariello, CPA/PFS, CFA

Executive Vice President and Senior Wealth Advisor

Prior Experience: Assistant Vice President, Wealth Management Services’ Private Client Group, Merrill Lynch; Tax Manager, Arthur Andersen

Education: Bachelor’s degree in accounting, Albright College; MBA in finance, Rutgers Business School

What made you want to become a wealth advisor?

When I started in public accounting, I worked mostly on corporate tax returns and did little work with individuals. I wanted to have a bigger impact on people’s lives — to make a meaningful difference.

Why did you come to work at Traust Sollus?

Because I wanted to focus on clients, not growing assets, which is the focus at many firms. The client-centric culture of Traust Sollus was obvious to me during my first interview with the firm.

How would you describe your role at Traust Sollus?

As a Senior Wealth Advisor, my job is to ensure that our clients are happy and comfortable doing business with us — that we are moving them toward their goals and providing them with an exceptional experience along the way.

What do you do when you’re not advising clients?

I love spending time with my family, including coaching my kids in their various sports activities. I also like to fish and am a huge football fan. I love the physicality of the sport, which I played for almost 8 years in high school and college.