Bryan, who is from Charlotte, NC, attended NC State University and earned his Bachelor of Arts in Communications at the University of North Carolina at Charlotte. He has worked at Legg Mason, Morgan Stanley, and Capital Guardian over the last 17 years. As a financial advisor with GCG, he is a primarily a Money Manager for his client’s assets. He enjoys giving his clients the best customer service that he can provide and interacting with his clients on a daily basis about their investments.
Professional Specialties include:
- Personal Life and Disability Insurance
- Wealth Accumulation and Tax Deferred Strategies
- Estate Preservation, Wealth Preservation Strategies
- 401(k), 403(b), SEP and Profit Sharing
- Fee Based Planning
- Asset Money Management
Bryan is a Financial Advisor and Registered Representative with Woodbury Financial Services, Inc. with Series 7, 66, 63 registrations; and Life & Health and LTC licenses.