Bryan knows the role that focused and efficient long-term investment plans can play in transforming the lives and legacies of his clients. He has more than 19 years of experience in the financial services industry, and has areas of expertise in financial planning, estate planning, trust planning and fixed-income investments.

Before joining Crescent Wealth Advisors, Bryan worked as a financial advisor at Morgan Keegan. He moved to Raymond James in 2012 with the acquisition of Morgan Keegan.

Bryan earned a bachelor’s degree in finance with an investment concentration from the University of New Orleans. He also attended the University of Alabama-Birmingham, where he was a member of the soccer team for two years. He began working as an intern at Morgan Keegan in college and started his career as a financial advisor in 2001.

Bryan grew up in New Orleans and lives in Old Gretna with his wife, Angele, and children, Andrew and Aubree. He remains active with De La Salle High School, serving on the board of trustees. In his free time, he enjoys traveling and spending time with his family.

Raymond James is not affiliated with any of the organizations listed above.