Brian P. Skinner, CFP®, CRPC®
Financial Advisor
Brian joined Waddell & Reed in 2009, and LPL in 2021 as a result of the two companies merging. A University of Connecticut graduate, Brian sustains his industry knowledge through continuing education, and has earned the CFP® mark and CRPC designation.
As a financial advisor, Brian focuses on helping clients develop a comprehensive plan for all of their financial goals and concerns, and assists in implementing the actions needed to pursue those goals. Some of the areas he covers include: investment management, risk planning, and tax efficient accumulation and distribution, among many others. Brian's primary goal for his clients is to efficiently combine these pieces into one complete plan for the family.
Brian was raised in Orange, CT but currently lives in Milford, CT. He enjoys engaging in community events, as well being actively involved in the Milford Rotary Club. He is known in the community for his positions as Corporator of Milford Bank and former Corporator of Milford Hospital. Brian also enjoys reading, golfing, and spending time with his family and friends.
CRPC conferred by College for Financial Planning.