Bryan brings trust and reliability to his role as a financial advisor, building strong relationships with clients and their families. He aims to give them confidence in their financial wellbeing and helps ensure that their needs are front and center in all financial decisions. He believes that following through on responsibilities and commitments allows him to be a reliable force for good in a client’s life.
Bryan believes that having fun and a genuine joy for life set him apart from others in similar roles. He loves to laugh and joke with clients, something that further deepens the foundations of the relationships he builds with them. Making life enjoyable for others and through their joy, for himself, is always important to him and this belief is an element that goes into all of his business and personal decisions.
In Raymond James, Bryan found a partner who shares his dedication to providing personalized, long-term financial advice that always puts his clients’ needs first. Since its founding in 1962, that simple, pioneering idea has helped Raymond James grow into one of the nation’s leading diversified financial services firms. Today, its success remains a testament to its commitment to people and their financial wellbeing.
Bryan previously served his clients as an advisor with Edward Jones. Before that, he earned his bachelor’s degree in political science from The University of North Carolina. He holds the designation of Accredited Asset Management Specialist®.
On a day-to-day basis, you’ll find Bryan working closely with his clients, deepening relationships and engaging with their team of professionals such as CPAs and attorneys to create holistic long-term financial plans that take all facets of their lives into consideration when pursuing their financial goals. He works to create an environment where each client and their family feels taken care of and has what they need to go after the success they envision.
Originally from Clinton, North Carolina, Bryan currently resides in Clinton with his wife, Elizabeth, and children, Hudson and Hayes.