TAMPA, FL – April 1, 2019 — Brian Carr, CFP®, has joined Waller & Wax Advisors as a Wealth Advisor. With 15-years-experience in financial services, Carr uses a comprehensive approach with a strong, financial planning focus when working with clients. He also serves as a member of the Waller & Wax Investment Committee where he will provide insights and recommendations for the firm’s portfolio models utilizing his financial planning background.
“Brian brings an abundance of expertise to add to the Waller & Wax team,” said Jon Wax, CFP®, President & CEO of Waller & Wax Advisors. “We are thrilled to have someone of his caliber become a part of our team.”
Carr comes to Waller & Wax from another investment firm within the Raymond James Financial network where he served as a Financial Advisor.
A CERTIFIED FINANCIAL PLANNER™, Carr also holds a Series 7 and 63 registrations as well as being a Life, Health and Variable Annuity Insurance Broker. Previously, he was a programmer analyst/systems analyst with Hewitt Associates. He earned a Bachelor’s in Business Administration with a focus on Management Information Systems from the University of Central Florida.
Waller & Wax Advisors has a proud legacy that traces back more than 35 years. Building on a conservative investment philosophy, a broad financial view, and a commitment to excellence in customer service, the firm has grown to become one of the premier financial planning and wealth management firms in the Tampa Bay area.
About Waller & Wax Advisors
Waller & Wax Advisors is a wealth management firm which specializes in helping investors realize their specific wealth management objectives including: preserving assets, mitigating taxes, planning for succession, and fulfilling charitable interests. Using a proprietary wealth management process, Waller & Wax designs custom strategies and “quarterbacks” a team of financial, legal and insurance professionals to help clients meet their financial, retirement and life goals.
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