Brian Mazgaj Financial Advisor in Port Charlotte, FL 33948

Brian is a Financial Advisor with seventeen years of experience currently serving the Collier and Lee County areas. Brian provides a holistic approach to financial planning by assisting in the determination of financial goals, the defining of core values, and the identification of individual investment objectives.

Prior to joining the BMO Investment Services team, Brian received his Bachelor of Science in finance from Illinois State University. Brian holds securities licenses 7, 63, and 65, held through LPL Financial along with his life, health, and annuity insurance licenses.

Brian lives in Bonita Springs.

• Wealth Planning
• Investment Management
• Retirement Planning
• Insurance and Risk Management