“Be sure you put your feet in the right place, then stand firm.”
-Abraham Lincoln
Brian Harwood is a CERTIFIED FINANCIAL PLANNER® with LPL Financial. Brian believes every client has unique needs and goals. His priority when working with clients is to understand what is most important to them. Once that is established, he uses a systematic process to create a personalized strategy to manage their financial goals. He then partners together with each client throughout their lives to monitor their progress toward their financial goals and strives to ensure they stay on track. He enjoys working closely with each client's legal and tax advisors to manage a streamlined financial process is established.
Brian is a CERTIFIED FINANCIAL PLANNER® as well as earning his Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning. He has his Series 7 and Series 66 securities registrations through LPL Financial as well as a New York State Life, Accident & Health Insurance license.
Prior to joining LPL Financial Brian Harwood worked with Edward Jones. He was chosen to begin his career as a participant in the Financial Advisor Career Development program in St. Louis Missouri at Edward Jones' headquarters.
A native of Latham, Brian is very involved within the community and is passionate about helping families, individuals and businesses reach their long-term financial goals through a strategic, personalized approach.
When Brian is not in the office, he enjoys spending time with his wife and their two daughters. You might find them walking on Broadway in Saratoga or spending time with their girls at a local playground.