Brian C. Laux

Senior Wealth Consultant

As the son of a high school teacher and basketball coach, education has always been important to Brian.  He brought this passion to his career while he was working with financial advisors--always teaching--educating them on new products, market trends, practice management and helping them achieve success in their businesses.  Now, as he works with his clients, he educates them on tools and strategies for achieving their own financial success.  

Over Brian's 30+ years in the financial services industry he has worked closely with many of the largest and most successful wealth management teams in the country. He supported these advisors in their product selection, portfolio construction and practice management – helping them to successfully implement and oversee client portfolios.   With a deep background in Exchange Traded Funds, Private Equity, Municipal Bonds, Unit Investment Trusts and Mutual Funds, his experience set and product knowledge are vast.

Brian started his career as an Account Executive at Merrill Lynch. He also served as Director of Unit Trusts and Mutual Funds at Glickenhaus & Co. He was a Regional Director at Russell Investment Group, LLC where he managed corporate relationships with Morgan Stanley, Merrill Lynch and UBS.  He was a Divisional Sales Manager at Van Kampen Investments and he spent several years at Invesco PowerShares as Senior Regional Vice President.

Brian holds Series 7, 63 and 66 FINRA licenses with LPL Financial.  He graduated from Union College, Schenectady, NY, with a B.A. in Economics. In addition, he earned a master's degree (M.Ed.) in Curriculum and Instruction from Monmouth University. 

Brian is very active in his local community. He serves on the school board at Saint Leo the Great and he is a catechist for Children's Liturgy.  He is also on the Board of Directors of the Victor Zando Foundation. Since graduating from college, he has coached basketball at various levels and is now the head basketball coach of the Mater Dei Prep women's program.

Brian lives in Middletown, NJ with his wife and two children.

Phone 732-820-4692