Bryan is a wealth advisor who prides himself on his ability to get to know his clients on a deep, personal level, which allows him to provide thorough financial advice. He believes in holding himself just as accountable as his clients for their long-term success. Bryan is committed to performing diligent research, immersing himself in the details, and delivering an integrated approach to wealth management.
Bryan’s inherent nature is to be a team player. From an early age, his love for team sports instilled in him the values of collaboration, commitment, and dependability. He believes these qualities are the foundation of his success as an advisor.
Early in his career, Bryan was a trader with John Hancock. He loved being a trader, however, he felt a strong desire to work with and assist clients on a long-term basis. He joined Financial Foundations in 2004 and has since been recognized as a top financial advisor in his field*.
Bryan earned a BA from Quinnipiac University where he played lacrosse on an athletic scholarship. In accordance with FINRA regulations, Bryan holds his Series 7, 63, and 65 registrations, Chartered Retirement Planning CounselorSM (CRPC®) designation, and producer life insurance license. Bryan has demonstrated his dedication to the industry by obtaining the CFP® certification, making him a CERTIFIED FINANCIAL PLANNER™ professional.
Bryan has the support of his beautiful wife, Kristine, and their two children, Anthony Joseph (AJ) and Alexa Leigh. In his free time, Bryan enjoys working out, coaching lacrosse and basketball, and spending time with his family.
Recent Honors: Bryan was named a Five Star Wealth Manager in 2014, 2015, and 2018. Bryan is proud to have been recognized as a Summit Club advisor in 2015, 2016, and 2017—a distinction attained by just 17 percent of advisors affiliated with Commonwealth Financial Network*.
*Each year, Commonwealth Financial Network, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
*Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,542 Boston wealth managers were considered for the award; 801 (23 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Bryan can be reached at email@example.com or 508.620.1000 x220.
How do you explain what you do for work to your family and friends?
I work for an asset management company and offer comprehensive financial planning and wealth management services to individuals.
If you were not at Financial Foundations, what do you think you would be doing?
I would own my own gym.
When you are not working, how do you spend your time?
Working out, spending time with my awesome family, and watching sports.
What is your motto/words you live by?
"If you work hard, good things will happen."
If you could have coffee with anyone living or dead who would it be? Why?
Warren Buffet. He is the best investor of all time.