Brian Dunhill – May 2022
I met Brian Dunhill about 10 years ago when he was seeking more clients in Paris. The folks at Moneycorp Currency specialists introduced us. At the time, I was in need of someone to help me manage my finances, so I said to him, “If you can fix my problems, then we can talk!” And he did, with brilliance.
Ever since, Brian is our go-to advisor on all financial planning, large and small. He’s built a big team of specialists who all have the same holistic view on helping someone work out their financial future as he does. It’s very refreshing!
At Après-Midi, Brian gave us an overall view of what’s taking place in the financial markets today and how that relates to us as expatriates. His level of knowledge and understanding of the way money makes the world go ‘round is astounding. Anyone who works with Brian will see that in an instant and our clients who do work with him having nothing but high praises.
In a nutshell…Brian is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for predominantly American Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance and as a Financial Advisor has given him the full perspective on the operations of a financial firm.
Brian received his Bachelor of Science in Finance with an International Business Background at the University of Central Florida and his Master in Business Administration from the Masagung School at the University of San Francisco. He has also received the Accredited Asset Management Certification from the College for Financial Planning and has sat for the Series 7,9,10,66 and insurance licenses in California and Florida.
Brian is the former President of the American Club of Brussels, sits on the board of the Sharkey Foundation and on the Advisory Committee of the ACA. He speaks English and French.
Learn more about Brian Dunhill here.
Special note: The first hour of the session was recorded (due to technical difficulties) so you don’t have to miss, at least most of it! Click here now to take it all in…as if you were there yourself!
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