Brian Westerman

My passion for investments and client service began during a college internship in wealth management, where I witnessed firsthand how sound financial advice, integrity, and service can empower individuals and families to achieve their financial and life goals. This experience continues to inspire me to help clients today.

Brian Westerman is a Client Service Associate at ALINE Wealth. A native of Long Island, Brian attended Chaminade High School and went on to play Division I soccer at Quinnipiac University. His passion for investments and personal finance was ignited during an internship at Morgan Stanley, leading him to graduate summa cum laude with dual degrees in finance and economics.

Brian began his professional journey at JP Morgan in the Anti-Money Laundering division, where he honed his analytical skills. He subsequently earned his Series 7, 66, and Life, Accident, and Health Insurance licenses. At Azura Wealth Advisors, Brian specialized in insurance planning, further broadening his knowledge. Most recently, he was an investor relations associate at Sade Real Estate, a vertically integrated real estate development firm, where he expanded his knowledge of private markets and enhanced his capabilities in customer service.

At ALINE Wealth, Brian is dedicated to providing quality service to our clients. His responsibilities include assisting clients with account-related inquiries, processing transactions, and enhancing client cybersecurity measures. Brian also plays a key role in maintaining client relationships, supporting financial advisors, and contributing to the team's overall client experience.

Outside of his professional endeavors, Brian enjoys golfing, staying fit, watching sports, traveling, and cherishing time with friends and family.