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Brian Cotroneo | Financial Advisor

Profile img for Brian Cotroneo, financial advisor at Moots & Cabot Investments
Ponte Vedra, FL
Brian Cotroneo
Financial Advisor
Vice President at
Moots & Cabot Investments

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Brian is co-founder of the Johnson Cotroneo Group at Moors & Cabot Investments. He works directly with clients, crafting unique financial plans and guiding investment decisions. As a function of his background and experience, Brian specializes in working with Military Veterans, Special Needs individuals, and Small Business Owners. Brian graduated from Villanova University with a Bachelor of Science in Business Administration in 2008, with majors in Finance & International Business and minors in Accounting & Italian. He started his career working for Merrill Lynch as an Institutional Equity Sales Analyst, then moved to the Research Department as an Associate. In 2011, Brian joined the United States Navy as a Naval Flight Officer. He spent 8 years serving as Tactical Coordinator, Mission Commander, and Weapons Tactics Instructor for the Maritime Patrol & Reconnaissance Force based in Jacksonville, FL and Whidbey Island, WA. In that time he accumulated over 1,200 flight hours and deployed to the Middle East, Central America, and Indo-Pacific areas of operation. Brian earned his Master of Science in Finance from Georgetown University in 2019 and joined Aviance in 2020. Brian currently lives in Ponte Vedra, FL with his wife and two daughters. He is an avid Villanova basketball and NY Giants football fan as well as an amateur Triathlete. In his spare time he enjoys learning to cook (and eat!) challenging meals, coaching his children’s sports teams, and spending time with friends. Brian is also an active member of his parish church, the Jacksonville Villanova Alumni Network, CFA Society Jacksonville, and Estate Planning Council of Northeast Florida.
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Specialties and Expertise

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High Net Worth Planning
Ultra High Net Worth Planning
Portfolio Construction
Retirement Income
Succession Planning
College Planning
Business Ownership Strategies
Cash Flow Analysis
Tax Minimization Investment Strategies

Clientele

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Parents of Special Needs Children
Ultra High Net Worth Individuals
Surviving Spouses
High Net Worth Individuals
Wealthy Families
Business Owners
Veterans & Active Duty Military

Credentials and Designations

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Chartered Financial Analyst®

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Chartered Special Needs Consultant®

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Series 65 - Uniform Investment Adviser Law Exam

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Certified Financial Planner™

Education

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Georgetown UniversityMaster of Science in FinanceYear Obtained: 2019
Villanova UniversityBachelor of Science in Business AdministrationYear Obtained: 2008
Quick Facts About Brian
Years of Experience:16 yearsMember since:2023

Services Provided

How I help my clients

Investment Management

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Financial Planning

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Advice-Only Financial Planning

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Ponte Vedra, FL
Brian Cotroneo
Financial Advisor
Vice President at
Moots & Cabot Investments
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