Delta Community Retirement & Investment Services
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 my goal is to help 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 many families. I am proud to have joined Delta Community Credit Union’s Retirement & Investment Services team as a dedicated LPL Financial Advisor for the Credit Union's 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™.
Delta Community Retirement & Investment Services offers access to 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 are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states. Securities and insurance offered through LPL or its affiliates are: