Brian Puckett serves as a managing partner of Align Wealth Management and leads its offices in Oklahoma City, OK, and St. Petersburg, FL, in providing a broad range of financial planning and fiduciary services. He possesses over 25 years of experience in the financial industry and has honed skills in portfolio management, pension consulting, and estate planning. In addition, Brian Puckett maintains dual certification as a financial planner and an attorney through an active membership with the American Association of Attorney-Certified Public Accountants.
Brian Puckett studied at the University of Oklahoma (OU) and graduated with honors in 1985 with a bachelor of business administration in accounting and finance. He continued his education at the university through enrollment with the UO College of Law, where he earned a juris doctor in three years. His academic achievements enabled him to graduate with honors in the Order of the Coif, and he ranked within the top 10 percent of his law class.
Mr. Puckett enjoys running, paddleboarding, paddle surfing, and golfing in his spare time. A travel enthusiast, he has previously visited Rio de Janeiro, Europe, and various parts of the United States. He owns property in Oklahoma City, OK, and Treasure Island, FL, and splits his time between the two homes.
Address
Saint Petersburg, FL Saint Petersburg, Florida 33701
