Brian C. Ulch headshot

Brian C. Ulch

President & Chief Investment Officer

Brian has over 20 years of experience in managing client’s wealth. He earned his Bachelor of Science in Accounting degree from the University of Central Florida. After working at the CPA firm, Britton and Mendez, he returned to University of Central Florida and earned his Master's in Business Administration with an emphasis in Finance. Brian completed Florida Trust Graduate School in 2000 and earned the designation of Certified Trust and Estate Specialist from the Institute of Business and Finance. Brian served as President of the Estate Planning Council of Polk County, in 2013-2014.  Brian started his career in the trust and investment field at SunTrust Bank and then worked six years as Vice President and Trust Portfolio Manager with Citizens Bank & Trust.  In 2015, Brian co-found Aventail Wealth Management, LLC, a Registered Investment Advisory firm in Winter Haven Florida with his longtime colleague Carol Shira. Brian’s role is to ensure that he creates a financial plan tailored to his client’s goals and objectives throughout their lifetime. Brian is so passionate about helping others that he published his first book titled “Achieving A Lifetime of Financial Comfort”. Brian works every day to help families find true financial comfort which is his greatest accomplishment. Check the background of this investment professional on FINRA's BrokerCheck.