Brian Appel, CFP®, ChFC®
Senior Vice President, Senior Wealth Advisor
Brian has coached some of the top financial advisors and teams in the country on leadership, practice management and team development.
Joined Lido: 2022
Homebase: Boston, Dallas, and Red Bank, NJ
Professional Focus: He has a passion for helping people accomplish their goals by leveraging his deep, wide-ranging wealth management experience.
Professional Designations: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Behavioral Financial Advisor designation, and a PCC-Level Professionally Certified Coach
Education: B.S. in Management Science, concentration in Economics and Finance, Kean University.
Previous Work Highlights: Over two decades in a variety of wealth management roles that ranged from a Wholesaler covering the entire Pacific Northwest to Senior Regional Sales Director in New York City and New Jersey. He was a President’s Circle advisor managing substantial books of business for both Fidelity and Schwab.
Personal Facts: Outside of work, you can usually find Brian and his wife enjoying time with their 3 very active kids in one of the “S” activities…” Surf & Sand (beach time!), Swimming (warm water preferred), Scuba (see prior), Sailing (any boat, any water), Skiing (finally got everyone on Blacks!), Sports (playing & watching), Shooting (targets), Serving (Pickleball), Slicing (Golf)… you get the idea!
