Mack W. Bryson, Jr, a Wealth Management Strategies™ offers more than a decade's worth of experience helping others with their investments through constantly changing – and sometimes challenging – markets. He builds personalized investment and financial planning strategies based on the unique needs and goals of each client. Whether it is building an investment strategy for short-term or long-term goals, he believes in asset allocation and diversification. He believes in an unbiased and objective approach to strategy design, which is in the client's best interest.
Mack also brings a great deal of knowledge and experience to his ERISA and 401(k) clients. Through his background in the retirement plan industry, he is able to help his clients create a plan that fits their employees. From helping corporate investment committees with plan design, to sitting down with individual participants to go over asset allocation, to providing an RFP for plan providers and record keepers, Mack's main goal is to simplify all aspects of the 401(k) plan as an employee benefit for each company.
After making his start in the securities business with Morgan Stanley in 2005, he moved to UBS to join a Private Wealth Management team. He later joined the Strategic Planning Group in Atlanta, GA where he studied under Jim Greenwell in the areas of Estate Planning and Advanced Insurance Planning. He moved to Albany, GA in 2008 and began working for Morgan Keegan which was bought by Raymond James in 2013. Mack earned a Bachelor's of Business Administration in Finance from Georgia Southern University, where he was a member of the Varsity soccer team.
Mack is an avid fly fisherman, and spends his free time fishing or teaching others the art of tying flies. He is also very involved with the Boys and Girls Club of Albany where holds the position of Board Chair.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with the above organizations and/or charitable causes.