Brian McCall joined Beacon Investment Management in 2005. Brian's investment career began in 1985 at Dean Witter. As an assistant vice president, he was responsible for working with individual investors and for coordinating distributions of initial public stock offerings. He formed a professional partnership with Scott Smith, which continues today at Beacon Investment Management.
Brian has held the position of vice president at Legg Mason, Century Bank and Trust, Fleet Bank, and the Private Wealth Management Division at Bank of America. His professional recognitions include the Alliance Bernstein Elite Advisors Club and the Putnam Investments Golden Scale Council.
Brian holds FINRA Series 7 and 65 securities registrations through Commonwealth Financial Network, is licensed in all areas of insurance, and concentrates his expertise in the areas of risk management, wealth transfer, and insurance. Brian is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network. He graduated from Northeastern University in Boston with a major in finance and insurance.
*2019 Five Star Wealth Manager Award, created by Five Star Professional. Presented in January 2019 based on data gathered within 12 months preceding the issue date. 3619 advisors were considered, 566 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.