Brian Scanlon

Brian Scanlon is a Senior Relationship Manager with Prosperity. With over 20 years of experience in the financial services industry, Brian works with clients to ensure they receive comprehensive support for all their financial planning and investment management needs. 

Brian partners with clients to service investment accounts and retirement plans, while also coordinating with advisors and specialists to deliver tailored strategies that align with long-term goals. His background in practice management and personal financial strategies allows him to provide clients with ongoing guidance, helping them navigate retirement planning and portfolio management with confidence. 

Before joining Prosperity, Brian was a financial planning case consultant with The Bolotin Financial Group, a Boston-based wealth advisory firm. 

Credentials & Education

• CERTIFIED FINANCIAL PLANNER™ (CFP®) 

• FINRA Series 7 & 66

• Harvard University: BA, Biology

Affiliations

• National Association of Plan Advisors