Brian Appel, CFP®, ChFC®
SVP, Senior Wealth Advisor
Brian joined Lido Advisors in 2022, based in the New York City metro area, to help lead business development along the East Coast for Lido. He brings nearly three decades of wealth management leadership and expertise, having worked for industry leaders like Putnam Investments, Guardian Life, AXA Distributors and Fidelity Investments in a variety of roles.
A consummate student of the business, Brian has enjoyed a varied career that ranged from mutual fund wholesaler covering the entire Northwest and Hawaii, to Top Gun wholesaler (#1 ranking) for AXA Distributors in New York City and New Jersey. As the Director of Investments for a NJ-based Guardian Agency, he helped take his Agency from the bottom quartile to a top quartile ranking in under two years. He co-founded, merged, and sold his own independent wealth management firm in four years before running billion-dollar+ books of business for Fidelity and Schwab for a decade, where he was a President’s Circle (Top 3%) advisor and consistent branch leader in sales and client satisfaction rankings.
Along the way, Brian attained his Certified Financial Planner® (CFP®), his Chartered Financial Consultant (ChFC®), and his Behavioral Financial Advisor (BFA) designations as well as his Professionally Certified Coach (PCC) designation where he has coached some of the best financial advisors and teams in the country on leadership, practice management and team development.
He holds a Bachelor of Science degree in Management Science with a concentration in Economics and Finance from Kean University in NJ.
Brian lives in Shrewsbury, NJ with his wife and three very active kids where he still coaches soccer and wrestling from the sidelines and cheers lacrosse, Taekwondo and other sports from the stands. When he’s not working or coaching, he enjoys traveling with his family, winters on the slopes, and summers in the surf and sand.