Brian Lorenz was born and raised in southern New Jersey. Upon graduating from Shawnee High School in 2019, Brian studied and played soccer at Haverford College in Ardmore, PA. After obtaining his degree in Economics in 2023, Brian began his journey as a financial planner for Equitable Advisors.
Outside of work, Brian enjoys coaching soccer and running.
- Holds FINRA Series 7 and 66. Life and Health
- Licensed and/or registered and serving clients in NJ, PA, DE, FL, TN, GA and MA
- Investment Advisor Representative