Private Client Group
Founded in 1901, Sterne Agee is currently one of the nation's largest independent full service brokerage firms. The Private Client Group, which consists of 31 offices in 12 states, is comprised of experienced professionals who use all available resources to address the unique needs of each individual investor. With a rich heritage dating back for more than a century, Sterne Agee has weathered the highs and lows of the market, all the while consistently offering a full array of products and services that meet the investment preferences of any client.
Brian M. Sepe
Executive Managing Director, Head of Wealth Management Group
Brian M. Sepe joins the firm as Executive Managing Director and Head of Wealth Management Group. Brian’s most recent position was as Executive Dean of the School of Business at Miami Dade College. Brian formerly spent 31 years with Merrill Lynch in Global Wealth Management, serving as director of various regional divisions in Chicago, Miami and New York. He received eight promotions over the course of his tenure, with his final position as Head of Latin America & Canada Wealth Management.
Brian earned an MBA in Finance, graduating first in his class from Georgia State University and spent time as a helicopter pilot in the U.S. Army 82nd Airborne Division.