• Bryan Bertucci, WMS

    Financial Advisor

    Assistant Branch Manager

Since 1997, Bryan has been providing financial knowledge, solutions, service and integrity. He holds a wealth management specialist (WMS) designation and thoughtfully designs personalized wealth strategies for select individuals to help manage risk, tax liability, and attempt to provide financial independence for their families. Bryan is an experienced speaker and has conducted seminars and events on financial related topics for numerous organizations and groups throughout the United States. He has been featured in the Phoenix Business Journal and on Money Radio 1510am/99.3fm.

As an active member of the community, he serves on the board of the Scottsdale Area Chamber of Commerce, Trustee of the Scottsdale Sons of Italy and is a former President of the Arizona Chapter of the Trinity University Alumni Association.  Bryan was honored as the Scottsdale Area Chamber of Commerce 2014 Volunteer of the Year and the 2015 Scottsdale Area Chamber of Commerce Rising Star.  During 2014, he received the US House of Representatives Certificate of Special Congressional Recognition for his contribution to the community and was a featured Phoenix Suns Sixth Man Member of the Month.

Bryan earned his BS with concentrations in Finance & International Business from Trinity University in San Antonio, Texas. He lives in Scottsdale with his wife Rachel and four children.