Brian Dart, CPRC
Office: (800) 433-1828, ext. 190
As a Kades-Margolis’ Financial Advisor, Brian specializes in retirement plans, investment planning and personal financial strategies. Brian’s primary goal is to work with his clients to establish a comprehensive plan to help them build wealth and achieve financial independence.
Brian’s career at Kades-Margolis Corporation began in 2007, after spending two years with a comprehensive financial planning company in Pittsburgh. Brian has developed a broad range of knowledge in retirement planning, college funding, risk management and investment planning strategies for his clients and their families. By using a comprehensive approach to address a client’s financial needs, Brian focuses on solutions to help meet his or her objectives.
Brian earned a Bachelor of Science Degree in Business Management from Penn State University. As a Registered Representative of GWN Securities, Inc., he can offer mutual funds, annuities, and individual stocks and bonds. He has also achieved the Chartered Retirement Planning Counselor (CRPC®) designation.
In his spare time, Brian enjoys spending time with his family and fiancée, Katie, and closely following the local Pittsburgh sports teams. He likes to stay active and spend time outside and especially enjoys running and playing golf.
Brian’s assistant, Todd Seagrave, can be reached at (724) 934-1770.