At Wells Fargo Advisors, I believe that wealth isn’t just about the performance of your portfolio – it is about how you live your life and the personally meaningful goals you want to achieve. This could be for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business. I draw upon the investment insights of Wells Fargo Advisors thought leaders and can offer access to Wells Fargo’s affiliate products and services to help unlock potential opportunities tailored to clients’ needs. Starting with your life priorities as a foundation, I can recommend a wide variety of investment solutions to help you pursue your goals, assist in tracking progress and make adjustments along the way, putting you – not the market – at the center of all that I do.
Before entering the financial services industry, I graduated from Merrimack College with a Bachelor’s degree in Finance and accounting in 1996. Continuing with my education in the finance field I obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2005 and my Qualified Plan Financial Consultant certification in 2023. My 20+ years of experience has led me to Wells Fargo Advisors in Ponte Vedra Beach, Florida. Prior to my current role with Wells Fargo Advisors, I worked as a Financial consultant for AG Edwards(a predecessor firm of Wells Fargo Advisors), Morgan Stanley and Putnam Investments. I am a six-year winner of the Five Star Wealth Manager award*(years 2023,2021,2021,2020,2019,2018,2015).
Meredith, my wife, and I moved from Sarasota, Florida to Ponte Vedra Beach, Florida where we both enjoy being involved in the community with our two young daughters, Stella and Lucy.
Certifications:
Bryan is a CERTIFIED FINANCIAL PLANNER™ professional and a Qualified Plan Financial Consultant certificant. He is a graduate of Merrimack College with a B.A. in Finance and Accounting.
Registrations:
Series 6, 7, 9, 10, 31, 63, 65, 66 & Life, Accident and Health licenses