Brian Mahoney brings more than seven years of experience and extensive wealth of knowledge to help individuals and families achieve their financial goals. He works closely with clients to understand their investment objectives and life goals so that their individualized wealth management plans are suited to their priorities and particular stages of life. Client relationships are founded on his attentive and collaborative approach to providing advice.
From accumulating wealth for retirement as well as preserving wealth through risk management and tax minimization strategies, Brian's approach is comprehensive including estate planning strategies for future generations. Working with many high net worth and ultra-high net worth clients, he often leverages access to internal lending, trust, and estate planning specialists when appropriate.
Brian holds the CERTIFIED FINANCIAL PLANNER® professional certification, which he achieved by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. He received his Bachelor of Arts degree from Muhlenberg College in Allentown, Pennsylvania.
As a member of The East Park Group of Wells Fargo Advisors, Brian is proud to be part of a team recognized on the 2025 Forbes Best-in-State Wealth Management Teams list.
An avid sports fan, Brian follows the Baltimore Orioles baseball team and the AC Milan soccer team. He also plays soccer and enjoys running, cooking and outdoor activities such as sailing, fishing, and camping. He and his wife, Alyssa, and their daughter reside in Bellevue, Tennessee.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).
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