As the Senior Vice President of Investments and Managing Director, Bryan brings over 22 years of industry experience to Zichterman Wealth Management of Raymond James. Throughout his financial career, Bryan has aided families through various economic challenges such as Y2K, the internet bubble, 9/11, the financial meltdown of 2008, and COVID-19. Due to this experience, he takes a moderate investment approach. Bryan doesn’t believe he has a job, he believes what he does for his clients is a calling.
Bryan puts the client’s best interests first as he considers it a true privilege to serve them. All of his clients are in different stages of life and each household has unique goals. No two families are alike, so every plan is personalized. By utilizing asset allocation models and Zichterman Wealth Management investment strategies, Bryan caters to each household’s goals and monitors the financial success rates.
Prior to Raymond James, Bryan served as a senior vice president, financial consultant and Chartered Wealth Advisor at Hilliard Lyons and project manager at Herman Miller. He earned a bachelor’s degree in business administration from Davenport University and is a graduate of the Securities Industry Institute, Wharton School of Business. He currently serves as a member of Raymond James’ Chairman’s Council and has been for over 12 years. Bryan holds the Series 7, 63, life/health insurance, long-term care and variable annuity licenses.
Bryan’s family-oriented approach with Zichterman Wealth Management stems from his conviction to put family first. Bryan and his wife, Lynda, have four children and two dogs. They live in Hudsonville, and when he’s not in the office, you can find them at home entertaining friends and family, taking part in outdoor activities, reading or participating in various activities with his children.
* Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually, since prior membership is no assurance of future membership. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating.