Trading and Investment Implementation AssociateEmail Brian Keri
Brian Keri joined TFC Financial Management in 2021. He participates in the firm's financial planning and investment review process and implements firm-wide trading activities, as well as assists with determining account implementation and rebalancing strategies.
Prior to joining TFC Financial Management, Brian was a Trading and Investment Specialist at R. Miller & Associates where he executed daily trading tasks and portfolio rebalances, updated investment models, created portfolios for client retirement plans, and worked with advisors to generate trading plans to realize capital gains and offset losses on legacy assets.
Brian started his career in Financial Services at Charles Schwab and has worked in a variety of roles: an Associate Private Client Advisor specializing in Options Income Generation and Hedging Strategies for their Private Client Group, a Senior Derivatives Specialist on the Options and Futures Retail Trading Desk, a Trading Specialist on the Active Trader Team, and a Financial Services Professional in their Broker Training Program.
Brian holds a Bachelor of Science in Accounting from Clemson University with a minor in financial management. He holds Series 3, Series 7, Series 9, Series 63 and Series 66 licenses.