Brian Harwood, AAMS®
LPL Financial Planner
“Be sure you put your feet in the right place, then stand firm.” – Abraham Lincoln
Brian Harwood says his clients’ needs motivate him. So he works hard to get to the heart of their financial goals and put a plan in place to attain and sustain them. His priority when working with clients is to understand what is most important to them. Once established, he creates a personalized strategy to pursue their financial goals, monitoring progress and ensuring that they stay on track along the way.
He specializes in retirement transition and planning, but he is also well versed in helping clients plan for education expenses and saving money on taxes. He works closely with his clients’ legal and tax professionals to put effective, efficient financial processes in place.
Brian has his Series 7 and Series 66 securities registrations through LPL Financial, a New York State Life, Accident & Health Insurance license and an Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning.
Prior to joining Empire Financial Advisors, Brian worked at Edward Jones, having been chosen as a participant in the Financial Advisor Career Development Program at Edward Jones' headquarters in St. Louis, Missouri.
A native of Latham, New York, Brian earned his bachelor's degree in business administration from the University at Albany, where he graduated cum laude.
Brian is involved in his community and is passionate about helping families, individuals and businesses reach their long-term financial goals through a strategic, personalized approach.