Brian Buchanan brings more than twenty-two years of industry experience to the team. He is responsible for overseeing the retirement plans of the businesses that our team serves. Brian works closely with plan trustees and administrators of our client companies to optimize their retirement plans. Drawing upon his robust financial planning background, he enjoys advising plan participants by helping each other understand their employee benefits and determining steps needed to reach their goals.
Prior to Hightower, Brian worked at Merrill Lynch serving in a variety of roles, including Vice President, Financial Advisor, Financial Planning Specialist, Client Service Manager and Senior Registered Phone Representative for Executive Compensation and 401k clients of the firm.
Brian is a CERTIFIED FINANCIAL PLANNERTM professional and holds the Certified Plan Fiduciary Advisor (CPFA®), the Chartered Retirement Plans Specialist (CRPS®), and the Nonqualified Plan Advisor (NQPATM) designations. He also holds his FINRA Series 7, 63, 65 and Life and Health Insurance licenses.
Brian attended Monmouth University, where he majored in Business Management. Brian is a member of the National Association of Plan Advisors and the Sigma Pi Alumni Association. He currently lives in Marlton with his wife Christine and their two children.