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About
Brian Sabo, CFP®, is a Managing Director and Partner at Verdence Capital Advisors in Lutherville-Timonium, Maryland, where he specializes in retirement and estate planning for high-net-worth individuals and families. He is a primary relationship manager, responsible for high-level financial planning and investment management, and is known for his patient, client-focused approach.
Brian's expertise includes tailoring comprehensive wealth management solutions, with a focus on retirement planning strategies and sophisticated estate planning vehicles. He also oversees the execution of investment strategies across multiple asset classes, coordinating with in-house subject matter professionals to provide holistic advisory services.
Previously, Brian served as Executive Director and Partner at HighTower before joining Verdence, and holds a bachelor's degree in English from Towson University. As a Certified Financial Planner® (CFP), he is noted for his significant contributions to client service standards and innovative planning methodologies in the independent wealth management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Verdence Capital Advisors | Partner | Jul 2017 to Present | As an experienced Certified Financial Planner and Private Wealth Advisor, I help clients attain their personal, financial and lifestyle goals. I create a customized plan by actively listening to the n... |
| Verdence Capital Advisors | Partner at Verdence Capital Advisors | Apr 2014 to Present | — |
| HighTower | Executive Director, Partner | Apr 2014 to Jun 2017 | As a Financial Advisor at Hightower Advisors, I continued to meet the financial needs of my clients while beginning my career in independent advisory. In the Registered Independent Advisory ecosystem,... |
| Wells Fargo Advisors,LLC | Financial Advisor- Vice President Investments | Jun 2000 to Apr 2014 | As a Financial Advisor, at Wells Fargo (Previously Wachovia Securities), I assessed my clients’ financial needs, including retirement, savings, charitable donations, generating income, and more to hel... |
| Wells Fargo | Financial Specialist | Feb 1998 to Jun 2000 | As a Financial Specialist, at Wells Fargo (Previously First Union Bank), I helped clients with investments, lending needs, and insurance. |
Education
Towson University
Bachelor's Degree, English
1990 — 1995
Skills & Expertise
Others at Verdence Capital Advisors LLC (5)
| Name | Role | Location |
|---|---|---|
M Meg Sheil-Puopolo | Partner | Baltimore, MD , United States |
N Nicholas Schiavone | Analyst | Perry Hall, MD , United States |
 | Partner | Cockeysville, MD , United States |
 | Analyst | Naples, FL , United States |
 | Analyst | Cockeysville, MD , United States |
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 | Principal and Portfolio Manager | Cornerstone Advisory, LLC | Severna Park, MD , United States |
 | Portfolio Manager | Cornerstone Advisory, LLC | Cockeysville, MD , United States |
A Andrew Schenker | Chief Investment Officer | Heritage Investors Management Corp. | Bethesda, MD , United States |
 | Portfolio Manager | Heritage Investors Management Corp. | Bethesda, MD , United States |
