Brian P. Broussard, CFP®, MBA

Brian P. Broussard is a native New Orleanian and a graduate of Jesuit High School of New Orleans. He then received a Bachelor of Science degree in accounting from the University of Southern Mississippi, where he was also awarded a music scholarship for playing the trumpet. Prior to founding this independent CERTIFIED FINANCIAL PLANNER^TM firm in 2004, Brian practiced as a Senior Financial Advisor at Merrill Lynch for more than six years. Before joining Merrill Lynch, Brian practiced as a CPA (currently inactive) for several years in public accounting in New Orleans. 

Brian received a Master of Business Administration (MBA) degree from the University of New Orleans in 1998, and also earned the CERTIFIED FINANCIAL PLANNER^TM Professional (CFP^®) designation in 2001, as awarded by the CFP^® Board of Standards. In addition to managing this firm and practicing as an independent CERTIFIED FINANCIAL PLANNER^TM Professional, Brian has also served as a professor of accounting at Loyola University of New Orleans, having taught the upper level course in federal income tax, and he has also served as a professor of Finance at Tulane University's A.B. Freeman School of Business, having taught the upper level course in investment portfolio construction and risk management. Additionally, Brian has served on the Board of Directors for the New Orleans Speech and Hearing Center, and he has also served on the Board of Directors for the New Orleans Chapter of the Financial Planning Association.

Recreationally, Brian enjoys spending time with his adult children, Emily and Noah, playing pickleball, racquetball, and golf, playing piano, attending plays and classical music performances at the Saenger, Le Petit, JPAS, and the Orpheum, traveling, and participating in the Krewe of Eros and Krewe of Bacchus Mardi Gras organizations.