Brian G. Blackwell, CFP®
LPL Financial Advisor
Specialties: Holistic Financial Planning, including Wealth Management, Income Planning, Social Security Planning, Insurance Planning, Estate Planning Conversations, Investment Management, Income and Investment Tax Issues and Charitable Giving
My passion for financial planning stems from my love of numbers and my desire to help people. I’m a patient listener and dedicate myself to the notion that every person has a story to be told. Throughout my career, I’ve seen countless examples of how understanding someone’s story can translate to better financial decisions. This is why I strive to understand the “why” behind the “what” for each of my clients. I believe strongly that a person’s wealth is much more than just the sum their financial resources and I’m committed to helping families use their wealth to live fulfilling lives.
I obtained my undergraduate degree in Finance from the University of Georgia, followed by a Master of Business Administration from Georgia State University. After interning for several financial services companies, I began my career in Atlanta with Fidelity Investments in 2007, where I focused on providing an exceptional client experience to high-net-worth families as part of a team of Financial Planners and Advisors. Since becoming a CERTIFIED FINANCIAL PLANNER™, I have provided holistic financial planning and guidance for over 500 families. I am proud to have joined Delta Community Credit Union’s Retirement & Investment Services team as a dedicated Financial Advisor for our valued members.
My wife Stacey and I enjoy live music and international travel. We’re always on the hunt for our next big adventure and often seek out new experiences around Atlanta as well as abroad.
Brian is a CERTIFIED FINANCIAL PLANNER.TM.
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.