Brian Blackwell, CFP®, RICP®, ChFC®, CDAA™
Senior Vice President, Senior Wealth Manager
Brian takes pride in his ability to see through complex scenarios and develop innovative planning strategies for his clients.
Joined Lido: 2023
Homebase: Marietta, GA
Professional Focus: He focuses on providing exceptional client service through a personalized and detailed-oriented approach to wealth planning.
Professional Designations: CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional, Chartered Financial Consultant
Education: B.A., Banking and Finance, University of Georgia; MBA, International Business, Georgia State University
Previous Work Highlights: Brian served as the Director of Financial Planning for a Chicago-based wealth management firm, where he advised clients on financial matters of all kinds, including investments, retirement, tax planning, legacy planning, and wealth preservation.
Personal Facts: Brian enjoys doing pro bono work for low-income households through the Advisors Gives Back program.
