Not Insured by the FDIC or Any Federal Government Agency.Investment performance is not a criterion. **The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Additional criteria, including length of service, may also be used to determine recipients. *The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Bryan serves on the board of many local and national charitable organizations including Jewish Federations of North America, the Boca Raton Symphonia, the White Coat Society for the College of Medicine at FAU, and Hillel of Palm Beach and Broward. Bryan has also been named a "Best-in-State Wealth Advisor" by Forbes Magazine from 2019-2022. Bryan has been recognized by Wells Fargo Advisors as a Premier Advisor from 2012-2022 and earned the title of Private Wealth Financial Advisor in 2019 putting him in the top few percent of all advisors at the firm. Bryan combines over two decades of experience, industry leading professional designations and advanced education to serve as a highly trusted advisor to our clients helping them meet even their most complex wealth planning goals.
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