Brian Puckett is a senior wealth manager at Allied Wealth Management in St. Petersburg, FL, a firm which he cofounded in 1993. Under the direction of Brian Puckett, the business offers a variety of financial assistance and planning services for clients including small businesses and individuals. In addition to the office situated near Treasure Island in Florida, AWM has an office in Oklahoma City, OK.

Brian Puckett utilizes his Certified Financial Planner (CPA) alongside Personal Financial Specialist (PFS) certification and experience as an attorney to be considered a triple board-certified financial advisor. He received accolades by Business Week and was named in the top 50 most-experienced independent financial advisors in the country.

Brian Puckett earned his bachelor’s degree in accounting with a minor in finance from the University of Oklahoma in Norman. He graduated with honors and was on the university’s Dean’s honor roll. He went on to obtain his juris doctor from the university’s College of Law where he graduated with highest honors and was in the top ten percent of his class, which is the Order of the Coif. While attending law school, he spent one year studying abroad at Oxford University in Great Britain.