Brian  Austin

Brian Austin

Special Advisor

Brian Austin, a trusted, innovative executive with over 35 years of experience solving complex problems for high-net-worth individuals
and families managing generational wealth.

Brian works privately with clients, to listen and discern their big picture needs, and collaborate with the family’s team to resolve
issues. As a passionate advocate for his clients, Brian considers non-traditional solutions and innovative ideas to serve his client’s best

Brian has served in multiple leadership positions in private banking, wealth management and high-level client advisory. Specialties
include valued expertise in: credit evaluation of significant credits; risk management; investment management and securities
transactions; wealth management and transfer strategies; creative operational solutions; development of valued relationships in
commercial, corporate, private banking, wealth management and legal sectors.

Brian earned both a Master of Business Administration degree and a Bachelor of Science degree in Accounting from the University of
Kentucky. He holds the Certified Wealth Strategist designation from Cannon Financial Institute and a Certified Financial Planner
certificate from Belmont University.

Delighting in serving others and giving back to his community, Brian has contributed to various non-profit organizations through
leadership and development roles including: First Presbyterian Church, Nashville, Nashville Children’s Alliance, Renewed, Nashville,
American Red Cross, Rotary Club of Nashville, Middle Tennessee Council of the Boy Scouts of America, Big Brothers Big Sisters of
Middle Tennessee and OZ Arts.