With more than 13 years of experience in financial planning and investment management, Bryan Blackwell has accumulated the knowledge and perspective to help keep you and your financial future on a steady course. Bryan understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Bryan will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Bryan endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Bryan designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Bryan puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
Bryan began his career in financial services in 2008 and previously spent 8 years in the United States Marine Corps and Florida Army National Guard. Today, Bryan provides financial planning and estate planning through the use of equities, fixed income securities, managed money, and more through Raymond James.
A native of Ashville, North Carolina, Bryan has resided in Cape Coral, Florida for the last 29 years. He is a active member of Greater Fort Myers Chamber of Commerce where he serves on the board. He is also a member of the National Association of Insurance and Financial Advisors and a board member of Big Brothers Big Sisters of the Sun Coast. Away from the office, Bryan enjoys giving back to the community, golf, fishing and spending time with his family.
Raymond James is not affiliated with the above organizations and/or charitable causes.