Brian Silvestri, NSSA® Advisor · Fallston, MD

Brian Silvestri is a trusted Registered Investment Advisor at Silvestri Financial & Tax Advisors, Inc., located in Maryland. With deep-rooted connections to the local community and a robust educational background, including a bachelor's degree in Finance and International Business from the University of Maryland and an MBA from Loyola University, Brian combines expertise with a personal touch. He began his career at Morgan Stanley, where he excelled as a Director in Global Settlement Operations over eight years, and later served as a project manager at Booz Allen Hamilton for a decade, where he honed his skills in project oversight and business development.

Brian Silvestri has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.

As a dedicated financial professional, Brian holds the FINRA Series 65 securities registration and is a licensed Life and Health Insurance professional in Maryland. His commitment to excellence is reflected in his prestigious designations, including Accredited Asset Management Specialist (AAMS), Accredited Portfolio Management Advisor (APMA), and Chartered Retirement Planning Counselor (CRPC), all obtained from the College for Financial Planning. These qualifications enhance his ability to provide comprehensive financial advice, particularly in areas of asset management, retirement planning, and estate issues, catering to the unique needs of clients in the Maryland area.

Outside of work, Brian is passionate about running and embraces the discipline it requires—an ethos he applies to his financial practice. He resides in Harford County with his wife, Jennifer, and their two daughters. The Silvestri family actively enjoys sports and family activities, reflecting a commitment to community and a balanced lifestyle. When seeking a reliable and knowledgeable advisor to navigate investment strategies and social security planning, clients can trust Brian Silvestri's expertise to guide them toward their financial goals.

Contact Brian