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Financial Advisor
Florida
st-petersburg
VETTED

Brian Messick

CFP®, CPA
WeberMessick Weath Management
Brian Messick
Tel: 727-231-1630 5901 Sun Boulevard Suite 206 St. Petersburg, FL 33715
About Brian Messick
Brian, as a Principal in WeberMessick Wealth Management, boasts an impressive professional journey spanning over 27 years. His expertise lies in collaboratively working with professionals, business owners, and individuals, guiding them in effective wealth management to help realize their life goals. Distinguishing himself within the wealth management sector, Brian holds the prestigious titles of both a CFP® (Certified Financial Planner) and a CPA (Certified Public Accountant). This combination of qualifications sets him apart, allowing him not only to proficiently oversee clients' investments but also to provide invaluable insights into developing comprehensive financial plans, strategic tax planning, adept risk management, and thoughtful estate planning. Beyond the confines of the professional realm, Brian's commitment extends to his personal life. Alongside his wife and their three children, Brian finds joy in the company of their two Golden Retrievers. When not engrossed in wealth management strategies, he passionately embraces leisure pursuits such as travel, playing the guitar, and relishing all the outdoor wonders afforded by their residence in St. Petersburg, Florida. Brian's multifaceted skills and dedication to both his professional and personal spheres underscore his commitment to excellence and holistic well-roundedness.
About WeberMessick Weath Management
As dedicated independent financial advisors, WeberMessick Wealth Management places your financial goals at the forefront of our agenda. By seamlessly integrating our tax expertise with a well-rounded approach, we bring a comprehensive perspective to your financial landscape. Our holistic wealth management services encompass estate planning, investment management, financial planning, risk management, and tax planning, ensuring a thorough and personalized approach to meet your needs. In our commitment to excellence, we have chosen to align with LPL Financial, a renowned and publicly traded company and one of the largest independent broker/dealers in the industry. With over 30 years of experience, LPL Financial oversees more than 7 million client accounts, boasting assets custodied at over $1 trillion as of September 30, 2023. Our advisors' affiliation with LPL Financial is rooted in its robust technology, unwavering security measures, and long-term stability, providing both our financial professionals and clients with confidence that their accounts are entrusted to capable hands.
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General Information
Firm Start Year:

2006

No. of Employees:

5-9 Employees

Name of Broker/Dealer:

LPL Financial

Name of Custodial Firm:

LPL Financial

Number of Years with Current Firm:

18

Work Experience:

Brian has had the privilege of dedicating his entire professional career to a single firm. He commenced his journey with the predecessor of WeberMessick Wealth Management in 1997, right after earning his Bachelor of Science degree from Salisbury University. His commitment and expertise led him to ascend the ranks, culminating in his promotion to partner in 2006. Brian's credentials include the Series 7 (General Securities Representative) and Series 66 (Uniform State Law Exam) registrations held through LPL Financial, along with holding a Life, Health, and Variable Annuity License. These qualifications reflect his comprehensive understanding of the financial landscape, showcasing not only his tenure but also his continuous dedication to professional growth and excellence.

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Qualifications & Memberships
Insurance and Annuity Licenses:

Annuity, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Services
Investment Types:

Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Phone, Video Conference, Our Office

Compensation and Fees
Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$500,000

Compensation Methods:

Commissions, Based on Assets

Education
Bachelor of Science - Accounting:
Salisbury University - Salisbury, Maryland
1992 - 1996
27 Years of Experience
CRD# 4344934Firm CRD# 6413Series: 66, 7
Compliance
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
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www.finra.org
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www.aicpa.com
www.sipc.org
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