Brian M. Picariello, CPA/PFS, CFA
Partner, Vice President and Wealth Advisor
A Partner, Vice President and Lead Wealth Advisor at Traust Sollus Wealth Management, Brian’s industry credentials include being a Certified Public Accountant, Personal Financial Specialist and Chartered Financial Analyst.
Brian’s wealth management advisory work with clients includes financial planning, investment portfolio structuring and management, strategic analysis and support in cash flow management, tax planning and preparation, retirement planning, trust and estate planning, planned giving and risk management/insurance planning. In addition, he provides expert counsel on sophisticated approaches to dealing with the exercise and sale of stock options as well as any related AMT issues.
Brian has been quoted in the media, most recently addressing wealth management issues for Rounds Online, an MD Preferred publication for medical professionals.
He is a member of the CFA Institute, New York Society of Security Analysts (NYSSA), the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJSCPA). Brian is also a member of the Princeton Regional Chamber of Commerce.
Previously, Brian served as Assistant Vice President in the Wealth Management Services’ Private Client Group of Merrill Lynch and Tax Manager at Arthur Andersen, LLP in their New York City office.
He holds a B.S. in Accounting from Albright College and a MBA in Finance from Rutgers University.
An avid outdoorsman, Brian’s first love is fishing, particularly offshore sport fishing for tuna, marlin and shark. He has have traveled internationally in pursuit of these big game fish.