Brian Bollenbacher is a Financial Advisor with Raymond James (RJFS) and joined the Waterstreet Financial (WSF) team in 2020 as an Account Executive. Brian is a former Wallstreet Analyst and utilizes his experience to support portfolio management and trading responsibilities for the team, in addition to his client relationship responsibilities. Brian’s background adds a further analytical approach to help maximize the risk-adjusted performance of your portfolio.
Previously, Brian worked for five years as an Equity Research Analyst in Cleveland, Ohio where he covered publicly traded industrial companies. His responsibilities included creating/forecasting financial models, in-depth company/industry research and conveying research insights and stock recommendations to clients. Brian made the career switch from capital markets to wealth management in order to follow his passion for relationship building and the opportunity to contribute towards clients reaching their financial/life goals. He replicates his strong family values towards clients and is driven by being engaged in the most important aspects of their lives. He cherishes being a trusted resource for you and your family. Brian was attracted to WSF due to their industry experience, client-centered investment approach, and their support in his transition to become a Financial Advisor. Additionally, RJ offers top tier resources to best service clients, as they are one of the largest independent financial service firms in the nation. Brian’s attributes combined with WSF/RJ will help current and future clients navigate a complex financial world and achieve your short- to long-term goals.
Brian obtained his CERTIFIED FINANCIAL PLANNER™ Certification in 2022, complementing the WSF team’s designations. He currently holds his Series 7, 63, and 65 licenses and Ohio Insurance License – Accident & Health, Life, Variable. He graduated from Ohio State in 2015 with a double major in Finance and Economics. Brian and his wife, Kylene, recently welcomed a new baby boy, Cane, into their lives on December 17th, 2022. They purchased a condo in downtown Sandusky, where they now reside with their dog, Chief. Brian enjoys Cleveland/OSU sports, traveling, boating, skiing, volleyball leagues, and golfing.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.