Brian Appel joined Lido in 2022 after spending over two decades in a variety of roles in wealth management that ranged from Wholesaler covering the entire Northwest and Hawaii to Senior Regional Sales Director in New York City and New Jersey. As a Vice President, Financial Consultant, he was fortunate to manage billion-dollar+ books of business for both Fidelity and Schwab where he was a President’s Circle advisor and consistent branch leader.
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 top 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 New Jersey. He lives in Monmouth County, 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.