Brian Carr, CFP®

Wealth Advisor

Under a quiet demeanor, Brian Carr is devoted to providing clients with compassionate, comprehensive and professional financial guidance.  His strengths include customized portfolio management strategies, technology systems, financial planning, and overall client service. He also serves as a member of the Waller & Wax Investment Committee where he provides insights and recommendations for our portfolio management.

Brian joined Waller & Wax in 2019 as a wealth advisor providing world-class wealth management planning and services to clients.  With 15 years of experience, Brian uses a holistic approach with a strong financial planning background when working with clients.  He is committed to helping clients with complex financial issues determine the best approach to meet their individual needs.

Brian spent five years as a programmer analyst/systems analyst with Hewitt Associates.  Craving a career where he could directly impact people’s lives, Brian became a financial advisor with Raymond James.  Drawn to financial planning, Brian earned his CFP certification so he could offer a more thorough approach to his clients.

Brian’s credentials include:

  • Licenses: Series 7, 63, Life, Health and Variable Annuity
  • Bachelor’s in Business Administration with a focus on Management Information Systems from the University of Central Florida

Both in and out of the office, Brian is well-rounded and carries a calm energy as he balances an equally holistic routine in his personal life.  A husband and father of two great kids, Brian stays active with running and water sports and serves as an assistant coach on his son’s soccer team.