Brian C. Ulch

Brian C. Ulch serves as the President and Chief Investment Officer at Aventail Wealth Management, LLC, bringing over two decades of wealth management expertise to the firm. A proud alumnus of the University of Central Florida, Brian holds both a Bachelor of Science in Accounting and a Master's in Business Administration with a focus on Finance. His academic prowess is further complemented by a certification as a Certified Trust and Estate Specialist from the Institute of Business and Finance, after completing the Florida Trust Graduate School in 2000. Prior to co-founding Aventail Wealth Management in Winter Haven, Florida, alongside his esteemed colleague Carol Shira in 2015, Brian's rich career history includes significant roles at SunTrust Bank and Citizens Bank & Trust, where he excelled as Vice President and Trust Portfolio Manager for six years.

Distinguished by his tenure as President of the Estate Planning Council of Polk County for the 2013-2014 term, Brian's commitment to excellence in financial planning is evident not only in his leadership roles but also in his dedication to his clients' lifelong financial goals and comfort. This dedication extends beyond his day-to-day responsibilities, showcased by his authorship of "Achieving A Lifetime of Financial Comfort," a testament to his passion for guiding families towards financial serenity. Brian's relentless pursuit of providing tailored financial plans and his belief in the power of personal advice mark his greatest professional achievements, underscoring his invaluable contribution to Aventail Wealth Management and the financial well-being of the families he serves. For a detailed overview of Brian's professional background, FINRA's BrokerCheck offers an extensive resource.