Brian Fields

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Mechanicsburg, PA

Credentials

Series 65, Series 66

Industry experience

24 years

About

Brian Fields is the Resident Director for the Merrill Lynch office in Camp Hill, bringing over 43 years of business and financial experience to his role. With 23 years in the financial services industry as a Financial Advisor, Brian has worked with institutions including Legg Mason, Morgan Stanley, and RBC Wealth Management. His experience also includes corporate roles as a Controller for Giant Food Stores and Ahold USA. Since joining Merrill in 2019, he has guided families and business owners in planning their financial futures.

Brian holds a Bachelor of Science in Business Administration with a major in Accounting from The Ohio State University and an MBA from Penn State University. He is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. His client focus areas include retirement planning, portfolio management, tax minimization, college education planning, and small business strategies. He is a member of the Financial Planning Association of Central Pennsylvania.

In addition to his professional activities, Brian has volunteered with the Financial Planning Association of Central Pennsylvania and the Rotary Club of Mechanicsburg North. He has been married to his wife, Christine, for over 39 years and has two adult daughters. Brian enjoys football, golfing, hiking, reading, and spending time with his family.

Client services

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning

Demographic focus

Women Professionals Women's Finance

Work history

Bank of America, N.A.

2019 - Present (7 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2019 - Present (7 years)

Rbc Capital Markets, LLC

2009 - 2019 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Colin Z

CFP®

Mechanicsburg, PA

Zizzi Investments

Colin is the founder of Zizzi Investments. Investing and athletics have always been two of Colin’s biggest passions. He began playing soccer at age five and was introduced to the stock market in middle school through a mock stock-picking competition. Colin studied finance and accounting at American University, where he played on the NCAA Division 1 soccer team. After college, he moved to Spain for 16 months to pursue his dream of playing professional soccer. He returned home to play professional soccer in Central PA for the next three years. While still playing soccer, he joined a local advisory firm in Harrisburg, where he spent the next 10 years. During this time, Colin earned his CFP®, AIF®, and CEPA® designations, while helping to oversee both qualified retirement plan assets and individual wealth management relationships. Colin resides in Mechanicsburg, PA with his wife Molly, his sons Carter, Julian, and Leo, and his dog Sage. He’s a member of the West Shore Free Church in Mechanicsburg. He continues to stay involved in soccer through coaching and volunteering with the JT Dorsey Foundation, a local non-profit dedicated to positively impacting youth through the sport of soccer. Colin’s other hobbies include golfing, travel, playing guitar, reading, and working out.

Business ownership considerations Business exit / sale strategy Family Business Professional Athlete Young Families

Todd D

CFP®, Series 63, Series 65

Camp Hill, PA

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Executive

Darlene M

Series 63, Series 65

Camp Hill, PA

Merrill

Darlene Michelson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 1995 and joined Merrill in 2009. Her practice focuses on investment and retirement income planning strategies, as well as estate and insurance coordination, with the objective of assisting clients in wealth accumulation, preservation, and transfer. Darlene works primarily with high-net-worth individuals to develop customized strategies for asset allocation, portfolio management, liability management, tax minimization, and asset preservation. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. As a qualified Portfolio Advisor and Personal Investment Advisor (PIA), she recommends a variety of investment strategies, including those managed by Merrill and approved third parties. Darlene holds a bachelor's degree from Bloomsburg University. Outside of her professional role, she enjoys cooking, football, and gardening.

Retirement income strategy Wealth management Life insurance needs analysis

Wesley M

Series 63, Series 65

Camp Hill, PA

Merrill

Wesley Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2017 and has over two decades of experience in the financial industry, including 17 years in New York City prior to his current role. Wesley provides clients with comprehensive financial advice, focusing on financial and investment strategies, liquidity planning, estate and wealth transfer strategies, cash management, and strategic tax loss harvesting. He holds a bachelor's degree in Economics from La Salle University and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2019. Wesley is also a Personal Investment Advisor (PIA). He is active in his local community, leading volunteer outreach initiatives through his church's Mission Outreach program. Outside of work, he enjoys spending time with his family, hiking, fishing, golfing, traveling, and living on a farm in Adams County with his wife and their dogs.

Wealth management Tax-loss harvesting Business succession planning General estate planning guidance Multi-generational wealth transfer

Jonathan F

Series 63, Series 66

Camp Hill, PA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Tyler B

Series 63, Series 65

Camp Hill, PA

Edward Jones

Wealth management Founder/Business Owner Military & Veterans
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