Menu
Main Image Shadow Effect

Alex

Bryan, CFP®

Senior Vice President, Investments

Alex Bryan Bio Image

As both a senior portfolio manager for the team and a Certified Financial Planner™ professional since 1982, Alex blends the disciplines of investment and relationship management. During the development of comprehensive financial plans, he focuses on educating clients and managing expectations with the overall goal of protecting them from the noise that can get in the way of a long-term view.

Joining Raymond James in 2015, Alex brings a sense of humor, integrity and more than 35 years of investment experience to working with clients. With extensive knowledge developing comprehensive investment strategies for clients, he began his financial services career with E.F. Hutton. Beginning in 2000, he spent seven years in Burlington with Chicago-based McDonald Investments, a small boutique firm that was acquired by UBS in 2007.

A graduate of the University of Vermont, Alex is a native of Middlebury, Connecticut. He lives in Shelburne, Vermont, with his wife, Nancy. They share more than 26 years of experience raising and educating their four children, Brittany, Meghan, Nickolas and Timothy – wisdom Alex applies to his client relationships as well. Alex and Nancy enjoy international travel, with their most memorable vacation being biking in New Zealand. When not working with clients, Alex continues to spend time outdoors – golfing, sailing and cross-country skiing, in addition to woodworking and restoring old British automobiles.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.


Alex Bryan Bio Image

“To give real service you must add something which cannot be bought or measured with money. And that is sincerity and integrity.”


Douglas
Adams