Brian Clouden

Senior Wealth Manager

About

Brian specializes in 401(k) rollover services, long term care and life insurance, college planning, and employer retirement plans.

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Experience

With 20+ years of experience, Brian helps his clients understand the importance of systematically creating and growing wealth through appropriate high-quality investment opportunities. He is uniquely qualified in matters concerning local, state and federal government and educational employees. Brian utilizes his financial planning and investments experience to help clients plan a confident retirement. Has been with Sgroi Lawley since 2001.

Accreditation

Brian holds FINRA Series 7 & 63 licenses with LPL Financial, a NYS Life, Accident, and Health License.

Education

Brian earned degrees from Canisus University and D’Youville College.

Community

Brian serves as a member of his local Knights of Columbus, volunteers with Junior Achievement, and serves as a community education teacher throughout the Western New York area. He is also a youth hockey coach and an assistant coach for St. Bonaventure’s D1 Club Hockey Team.

Contact Information

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