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Brian Kashlak
Managing Director - Investments
PIM Portfolio Manager
As a Wells Fargo Advisors Financial Advisor, I can offer you a wide range of services, from selecting individual investments to developing a retirement plan. With access to a broad array of company resources, including research analysts and economic and market experts, I can help you make informed investment decisions. Offering comprehensive financial services, I can provide access to lending services through Wells Fargo affiliates.
Originally from Pennsylvania, I graduated with honors from Duquesne University in Pittsburgh with a bachelor's degree in business administration, and a concentration in finance. I began my career as a financial advisor at AG Edwards, a predecessor firm of Wells Fargo Advisors, where I was trained and where I developed my industry knowledge. I have served as a branch manager for the firm but am now dedicated full-time to serving the clients within my practice.
I have been recognized as a Platinum Council member in 2022 and 2023. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
I work with you, one-on-one, to design investment strategies targeted to your specific needs and goals.
My extensive experience through major transitions in the market helps enable me to help clients structure a balanced, customized portfolio addressing their own personalized goals and objectives.
Licenses
- California Insurance License Number 0F73779. Resident State FL.

Jean Mason
Client Associate
Email Address
Jean.Mason@wellsfargoadvisors.comPhone Number
(727) 551-2317.jpg)
Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.