Brian Hunter

Brian Hunter, CFP®, MBA has a diverse and extensive work experience in the financial industry. Brian started their career at Putnam Investments as a Benefits Plans / Retirement Plans Specialist from 1992 to 1993. Brian then joined State Street as a Principal / Relationship Manager, working closely with not-for-profit institutions and their donors from 1995 to 2002.

From 2003 to 2006, Brian worked at Sovereign Bank, Wealth Management as the V.P., Manager of Administration and Relationship Management in New England, where they managed administrative and relationship teams in the wealth management division.

Brian then joined US Trust Bank of America Private Wealth Management as a V.P., Trust Officer, advising high net worth individuals and their families in developing and implementing sophisticated estate plans from 2006 to 2009.

Brian furthered their career at Bristol County Savings Bank as Vice President of the Financial Advisory Services Division from 2009 to 2018. There, they provided financial advisory services to clients.

In 2018, Brian joined Raymond James Investment Services as a Financial Advisor, offering securities services and working independently from Bristol Wealth Group and Bristol County Savings Bank.

Most recently, Brian is the Vice President and Relationship Manager III at Rockland Trust since 2022. In this role, they continue to build relationships and provide financial solutions to clients.

Throughout their career, Brian has demonstrated their expertise in financial planning, relationship management, and wealth advisory services.

Brian Hunter, CFP®, MBA, has a strong educational background in both business administration and finance. Brian obtained their Bachelor of Science in Business Administration, with a focus on Applied Actuarial Mathematics, from Bryant University in 1991. Brian furthered their education at the Babson F.W. Olin Graduate School of Business, where they completed their MBA in Management & Finance in 2001.

In addition to their formal education, Brian has also pursued various certifications and professional development opportunities. Brian has obtained certifications such as the Series 66 - Uniform Combined Law Examination and the Series 7 - General Securities Representative Exam from NASAA and FINRA, respectively. Brian also completed a Certificate Program in Financial Planning from Kaplan University.

Furthermore, Brian has engaged in continuous learning through online platforms like LinkedIn Learning. Brian has completed courses in various fields, including problem-solving, agile project management, data analytics, continuous improvement, and operational excellence.

Overall, Brian's education history and additional certifications reflect their commitment to professional growth and their expertise in finance and business administration.