Brian Dragotto is a Managing Director with Planning Alliance. He oversees core sales training and professional development within the firm and manages a team of new Financial Representatives. Additionally, Brian maintains a nationwide book of business with a focus on designing approaches for generational financial success.
Brian joined the firm in 2017 and ascended to the role of Managing Director in 2019. Prior to Planning Alliance, Brian worked at Merrill Lynch.
Brian received his Bachelor’s Degree in Finance from The College of New Jersey in 2016. He is a published thought leader on the topic of Practice Management and has appeared on the GROW podcast.
Brian volunteers his time with local nonprofit organizations such as Team Vienna 4 SUDC Awareness, where he completed a fundraising event known as the 4x4x48 Challenge; he ran 4 miles, every 4 hours, for 48 hours. He also enjoys competing in triathlons.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. OSJ: 1040 Broad Street Suite 202 Shrewsbury, NJ 07702 (973) 244-4420. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.