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Tuesday, May 12, 2015

Meet Brian Amato: Senior Investment Advisor

American Investment Planners LLC
500 North Broadway, Suite 260, Jericho, NY 11753
(516) 932-5130 / (866) 932-5130

At American Investment Planners LLC, we work as a cohesive unit to develop and deliver the most beneficial solutions to each of our clients. We pride ourselves on the fact that our firm is built on a group effort, and since it is so, we invite you to become a part of our team by getting to know each of our experts individually. Today, we would like to feature Brian Amato, Senior Investment Advisor!

Senior Investment Advisor at American Investment Planners LLC
Brian's financial planning career first began in 1999 when he started working for Morgan Stanley. Just one year later, he joined our firm and quickly discovered the difference between big firms and independent firms like ourselves; that's when he realized that we offered an environment that he could thrive in for years to come!

As Brian puts it, "the first thing I really appreciated was the wide variety of investment products I could choose from. I was able to choose what best fit the client's needs instead of being restricted to proprietary offerings."

Since becoming a member of the American Investment Planners LLC team, Brian has made it a priority (and has certainly succeeded at that) to get to know each of his clients on a personal level in order to develop the right financial plans and strategies; "I always inquire about children, special needs, anything that will impact their financial goals and mostly their financial security," explains Brian.

Now that you know a little bit about Brian's professional background, let's take a look at some of his hobbies and interests! In his free time, Brian is passionate about boating and is even a U.S Coast Guard certified captain! Additionally, he truly loves dogs and animals and has been involved with the Last Hope Animal Rescue for many years. When he is not navigating the seas or dedicating his time to the animal rescue, Brian can be found in Fort Salonga, where he lives with his wife Melissa and their 19 month old daughter; he is also expecting his second child in July!

From all us at American Investment Planners LLC, we would like to thank Brian for all of his hard work and constant dedication to our team. His efforts certainly do not go unnoticed and we are so thankful to have him!

For more information on Brian Amato, check out his employee bio on our website!

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