Brian Buchanan CFP®, CRPS®, CPFA®| Vice President-Corporate Services

Brian Buchanan

Brian Buchanan brings more than eighteen years of industry experience to the team. He is responsible for trading as well as oversight of the company retirement plans for 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 retirement plan participants by helping each 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 PLANNER™ professional and holds the Certified Plan Fiduciary Advisor (CPFA) and the Chartered Retirement Plans Specialist (CRPS®) 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.

Five Greentree Centre
525 Route 73 North, Suite 306
Marlton, NJ 08053
(856) 291-9300

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