Brian Carr, CFP®
Brian Carr, CFP®
Wealth Advisor
Meet Brian Carr, a seasoned Wealth Advisor with almost two decades of experience providing clients with comprehensive financial guidance. Brian is passionate about addressing the challenges and opportunities each unique situation presents.
Brian received his bachelor’s degree in Business Administration from the University of Central Florida with a focus on Management Information Systems. Through his education and prior work experience in a technology focused profession, Brian developed an aptitude for finding solutions to complex problems. He applies these talents to every aspect of his work to help navigate clients towards their financial goals.
Brian is an integral member of the Waller & Wax Advisory Committee, where he provides informative insights and recommendations that help guide the direction of the firm. His dedication to maintaining and elevating the highest standards in the industry is evident through his CFP® Certification, alongside additional qualifications that include Series 7, 63, Life, Health and Variable Annuity Licenses. His qualifications and expertise make him a trusted advisor and essential member of the Waller & Wax team.
When he’s not in the office, Brian enjoys leading a holistic and balanced life. He stays active with recreational activities such as running and competitive sports, and he’s an assistant coach on his son’s soccer team. As a devoted husband and father of two great kids, Brian embodies the values of hard work, dedication, and integrity in every aspect of his life.
LICENSES & CERTIFICATIONS
- CERTIFIED FINANCIAL PLANNER™, CFP®
- General Securities Representative – Series 7
- Uniform Securities Agent State Law – Series 63
- Life, Health and Variable Annuity Insurance Broker
Brian Carr, CFP®
Wealth Advisor
Brian received his bachelor’s degree in Business Administration from the University of Central Florida with a focus on Management Information Systems. Through his education and prior work experience in a technology focused profession, Brian developed an aptitude for finding solutions to complex problems. He applies these talents to every aspect of his work to help navigate clients towards their financial goals.
Brian is an integral member of the Waller & Wax Advisory Committee, where he provides informative insights and recommendations that help guide the direction of the firm. His dedication to maintaining and elevating the highest standards in the industry is evident through his CFP® Certification, alongside additional qualifications that include Series 7, 63, Life, Health and Variable Annuity Licenses. His qualifications and expertise make him a trusted advisor and essential member of the Waller & Wax team.
When he’s not in the office, Brian enjoys leading a holistic and balanced life. He stays active with recreational activities such as running and competitive sports, and he’s an assistant coach on his son’s soccer team. As a devoted husband and father of two great kids, Brian embodies the values of hard work, dedication, and integrity in every aspect of his life.
- CERTIFIED FINANCIAL PLANNER TM, CFP® (please make the TM superscript)
- General Securities Representative – Series 7
- Uniform Securities Agent State Law – Series 63
- Life, Health and Variable Annuity Insurance Broke
Impactful Wealth Management
Experience what sets Waller & Wax apart, advocacy and care beyond standard process.