Brian Dwinell has been a part of Greg's Team since January of 2015.
Brian has a Bachelor's degree in Finance from Merrimack College. He started his financial services career on the floor of the Boston Stock Exchange while still in college. After graduation he became a member and worked for over a decade with member firms Fidelity and Moors & Cabot. He then moved on to run a successful retail business for several years. In 2012 he sold his business and decided to return to the financial services industry with Northwestern Mutual, where he has been a client for over 20 years. After two years as a representative for Northwestern, Brian has brought his knowledge of investments, insurance and planning to Greg’s office to enhance our client’s experience.
As the Director of Investment and Planning, Brian works with Greg to develop strategic plans for our clients. He heads up our planning department and has extensive knowledge in retirement, education and legacy planning.
Brian lives Tewksbury, MA with his wife Dianna and they have two daughters; Megan and Erin.
Licenses/Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification
- Life, Accident & Health
- FINRA Series 7 & 63