Brian Snerson

Co-Founder and Managing Director of Essex Wealth Management

Credentials: MBA
Years of Experience: 17

Address: 4 Campus Drive, Suite 2, Parsippany, NJ 07054
Phone: 973-285-3651

Brian Snerson co-founded Essex Wealth Management in 2005 and is a Managing Director.. He is integral to guiding both our team’s vision and clients’ financial strategies. As a driven and caring professional, Brian has helped clients manage complex financial situations. He designs comprehensive financial plans that align with clients’ unique short- and long-term financial goals while navigating changes in their personal and professional lives.

Prior to Essex Wealth Management, Brian worked as a Vice President at JP Morgan and also gained experience in several positions in the sports marketing industry.

Brian coaches soccer, baseball, and basketball, and serves on the board of the New York City Parks Sports Committee. He is also the Past President and Founder of the Schodack Campership Initiative and an annual Cycle for Survival team leader to raise money for Memorial Sloan Kettering.

Brian graduated from Emory University and earned his MBA from Baruch College. He and his wife, Caryn, live in North Caldwell, N.J., with their son and daughter, Evan and Lauren. When he’s not in the office, Brian enjoys golfing, playing tennis, running, reading, traveling, and taking walks with his dog, Boston.

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

Form CRS | Investment Advisory Brochure (ADV 2A) | Disclaimer | Wrap Fee Program Brochure | Privacy Notice | BCP

This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC

Check the background of this firm on FINRA BrokerCheck

Call Now Button