Brian DeSoye

Financial Planner

Domicile State: NH

Brian DeSoye has been involved in many facets of the financial services industry since 2002. Early on he focused on developing financial strategies for clients as a financial advisor at investment firms, before providing financial planning and team development at a local and regional level for MetLife in New England and New York.

Now as an associate at Sullivan & Sullivan, Brian helps individuals, families and business owners build their financial freedom. He takes time to understand each client's immediate and future financial goals before making recommendations. Depending on a client's stage in life and circumstances, this could include developing a comprehensive financial plan or offering best-in-class financial products to meet a client's financial, retirement, estate or education planning needs. As a financial planner who provides fee-based services, Brian can offer objective advice in the best interest of a client's financial and life goals.

With a broad background in many areas of the financial services industry, Brian brings an insightful perspective to financial planning seminars that he conducts at local businesses and organizations. His presentations bring clarity and understanding to financial planning topics.

Brian is a graduate of St. Anslem College in Manchester, earning a degree in history. He and his wife have established roots in Exeter and consider New Hampshire an ideal place to raise their young family. Brian is a member of the Queen city (Manchester) Rotary Club and supports its fundraising and volunteer activities to benefit Manchester area youth organizations.

Phone 603-669-0032 x15
Fax 603-647-5728