Brian Herrick

Brian began his career with Citizens Bank as a Personal and Business Banker
before transitioning to Wealth Management at Key Private Bank where he spent 10
years honing his wealth management skills as a Senior Relationship Manager. The
last 3 years prior to joining PNC Wealth Management he was with BMO Wealth
management as a Director, Private Wealth Advisor. Brian's 14 year career has
been spent creating comprehensive wealth strategies for successful individuals,
families, and business owners
Brian is also a veteran of the Virginia Army National Guard's 29th Infantry Division
serving from 2002 to 2008 and has taught the retirement and employee benefits
course at Florida Gulf Coast University as an Adjunct Professor.

Brian graduated with a Master of Business Administration in financial planning from
California Lutheran University and with a Bachelor of Professional Studies in
leadership and management from the University of Mary Washington with
distinction. Brian holds the Certified Wealth Strategist® designation.
Brian grew up internationally from the ages of 3 to 18 in the Philippines, Brazil,
Portugal, Slovakia, Belarus, and Switzerland. In 2014 Brian moved to SWFL with
his wife Mackenzie from Burlington, VT and in 2021 welcomed their daughter
Harper to the family in Naples, FL.

Brian currently serves on the Home Base SWFL Leadership Council and is the
Finance Chair and Chair-Elect for the Leadership Collier Foundation's (LCF)
Advisory Council. Brian is also on the Board of Directors for LCF and serves on the
Advisory Council for Empowerment Farm.

A graduate of both Associate Leadership Collier (2015) and Leadership Florida
(2023), Brian has been recognized as one of Gulfshore Business Magazine's 40
Under 40, Naples Herald 40 under 40, and named a "Rising Star" by Naples
Illustrated.