Bryan joined HB Wealth in April 2023 as an Associate Wealth Advisor on the Financial Planning team.
Bryan started his career at UBS in 2018 as a Graduate Talent Program Analyst. In his most recent role there, Bryan was a Portfolio Strategist, where he was primarily responsible for articulating and delivering comprehensive, research-driven asset allocation and portfolio strategy advice to Private Wealth Advisors and their ultra-high-net-worth clients. Prior to that, he was a Wealth Planning Associate. In this role, he focused on financial planning and partnered with advisors to create and deliver comprehensive plans to clients and prospects.
Bryan graduated magna cum laude from the University of Georgia, where he was a student-athlete (track and field/cross country) and majored in Financial Planning and minored in Consumer Economics. He is also a CERTIFIED FINANCIAL PLANNER® professional.
Outside of work, Bryan enjoys spending time with family and friends. He is passionate about financial literacy and helping others understand the importance of financial planning through various volunteer opportunities and community initiatives.