Brian Wong

Wealth Advisor

Brian has served in the financial services industry since 2006 as an advisor throughout his career. He graduated from Towson University with a Business Management degree and shortly after attained his series 6, 7, 26, and 66 FINRA licenses held with LPL Financial as well as life insurance.

He is dedicated to his clients to deliver constructive comprehensive planning to help pursue their financial goals while passionate on building long-lasting relationships. He commits to his ability to provide financial solutions and maintaining exceptional service which is very important to his practice.

Brian resides in Rumson, NJ with his wife Ally, and their children Olivia and Kacey. He enjoys playing sports especially golf and basketball, relaxing on the beach, and spending time with his family. He also really wants to go to Augusta National to see the Masters.