Bryan’s approach is to develop a personal relationship with his clients to understand families, businesses, and endowment dynamics so that he can lead with advice. Bryan works closely with high-net-worth clients, professionals, and businesses to assess their needs and interests and coordinate the resources to advance their life and legacy goals. He orchestrates effective communication across a client’s team, fostering the highest levels of diligence and responsiveness. A natural relationship builder, Bryan offers an intuitive understanding of people and their priorities. Working with his clients, he aims to build and deliver a customized wealth solution that ranges from investment management, business consultation, retirement, and wealth transfer, all bundled in a tax-efficient strategy.

Prior to joining SAX, Bryan previously worked at UBS as an Advisor in the Jacksonville office. Before working at UBS, Bryan worked and retired from Bank of America (23 years) and held positions in corporate and investment banking before moving into Bank of America Private Bank (formerly U.S. Trust) in 2006 as a sales executive for the Southeast Division. In 2009, he became a Director with Merrill, covering the custom credit business. He rejoined Bank of America Private Bank in 2021 as a Private Client Manager. He started his career with PricewaterhouseCoopers in the Private Client Tax group. Bryan holds a BS in Accounting from the University of Florida and an MBA from Queens University. He is retired from the US Air Force and the Florida Air National Guard. Active in his community, he volunteers with the UF-Shands Transplant Center and was a member of the Angel’s Advocacy Care Network Board of Directors. Bryan is a Jacksonville native and is married to his wife Michelle and has two children.