Brian P. Skinner, CFP®, CRPC®
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 and expands his industry knowledge through a daily commitment towards continuing education, and has earned the CFP® mark and CRPC designation.
As a financial advisor, Brian focuses on being a specialist in tax-sensitive retirement and income distribution planning for individuals and families age 50+. He helps 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, as they make the transition from saving for retirement, into spending IN retirement.
Brian was raised in Orange, CT but currently lives in Milford, CT. He enjoys engaging in community events, as well as 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 wife Kristine, and the newest addition, Graham Skinner.
CRPC conferred by College for Financial Planning.