Meet Brian
BRIAN CLARK, Financial Representative, Principal Securities Registered Representative
Driven by a passion to help businesses and individuals build comprehensive financial strategies, Brian Clark brings attentive listening, empathy, and a sense of humor to his role as a financial professional. With an ability to simplify complex subjects, he makes creating a financial roadmap accessible for his clients.
Affiliated with Principal® since 2016, Brian offers comprehensive business planning services, including business transfer, key person protection, and business owner strategies. He is also active in the employee benefits space, helping businesses implement 401(k)s, retirement plans, and group benefits. Additionally, he provides individual services for disability income protection, retirement planning, and legacy and estate planning.
A proud member of the Million Dollar Round Table, Brian actively participates in numerous charitable and civic organizations. He is currently president of The Rotary Club of St. Petersburg and serves on the board of the Gulf Beaches Elementary Magnet School PTA. He is also involved with the Mayfly Project, Goodwill Industries, and Southwest Little League, and guest lectures at the University of South Florida College of Business.
Before joining the financial services industry, Brian spent two decades in the international wine industry, serving in sales management and leadership roles, and was a classical guitar major in college. He enjoys sharing the knowledge learned from those experiences with others, as well as fly fishing, woodworking and traveling with his wife Kay and their two children.
Million Dollar Round Table (MDRT) annual membership demonstrates qualifying production and meeting minimum production levels and payment of annual dues. Qualification should not be perceived as a recommendation or an endorsement of services Applicants must continue to submit proof of production by a certifying letter until achieving 10 years membership. https://www.mdrt.org/join/member-requirements/