Bryson Slater, Cfp®
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Bryson Slater, Cfp® Email & Phone Number

Financial Advisor at Caliber Wealth Management
Location: Kansas City, Missouri, United States 7 work roles 2 schools
1 work email found @mail.missouri.edu LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@mail.missouri.edu
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Current company
Caliber Wealth Management
Role
Financial Advisor
Location
Kansas City, Missouri, United States
Company size
18734 employees

Who is Bryson Slater, Cfp®? Overview

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Quick answer

Bryson Slater, Cfp® is listed as Financial Advisor at Caliber Wealth Management, a with 18734 employees, based in Kansas City, Missouri, United States. AeroLeads shows a work email signal at mail.missouri.edu and a matched LinkedIn profile for Bryson Slater, Cfp®.

Bryson Slater, Cfp® previously worked as Financial Advisor at Petrovic Financial Services and Financial Planner at Petrovic Financial Services. Bryson Slater, Cfp® holds Bachelor'S Of Science In Business Administration, Finance from University Of Missouri-Columbia.

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Email format at Caliber Wealth Management

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*@mail.missouri.edu
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AeroLeads found 1 current-domain work email signal for Bryson Slater, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Bryson Slater, Cfp®

Since entering the financial services industry in 2012, I’ve committed to delivering clear, strategic guidance that empowers clients to achieve their financial goals. Earning my CERTIFIED FINANCIAL PLANNER™ designation has further honed my expertise, equipping me with the tools and insight to offer thoughtful, comprehensive advice tailored to each client’s unique needs.My experienced approach is rooted in understanding and simplicity—whether it’s planning for retirement, managing investments, tax planning, or navigating complex financial decisions, I’m here to make sure you feel confident and well-informed at every step. I combine a future-focused mindset with thorough knowledge, crafting strategies designed to meet both your immediate needs and long-term goals.Whether you’re just starting to build wealth, planning for retirement, or managing family assets, I’m here to provide the expertise, perspective, and commitment that lead to long-term financial success. Let's connect and explore how we can work together to achieve your financial aspirations!

Listed skills include Microsoft Office, Microsoft Excel, Powerpoint, Financial Analysis, and 13 others.

Current workplace

Bryson Slater, Cfp®'s current company

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Caliber Wealth Management
Caliber Wealth Management
Financial Advisor
Kansas City, MO, US
Website
raymondjames.com
Employees
18734
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Company profile
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7 roles

Bryson Slater, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Petrovic Financial Services

Prairie Village, Kansas, United States

CERTIFIED FINANCIAL PLANNER™ Professional- Practice detailed holistic financial planning for a wide variety of clients- Interview clients to determine financial objectives, risk tolerance, income, expenses, insurance coverage, tax status, and other information needed to develop a unique financial plan- Regularly meet with clients to provide education about comprehensive cashflow, investment, retirement, education, estate, insurance, and tax planning strategies- Answer client questions about the purposes and specifics of financial plans and tactics- Assist business owners in establishing and facilitating their company retirement plan- Cultivate and strengthen relationships with new and existing clients

Jan 2023 - Present

Sr. Service Delivery Specialist

Empower Retirement

Overland Park, Ks

- Direct processing contact for Plan Administrators of 15 mega clients- Subject matter expert for operational and research aspects of 20 unique plans- Assist Plan Administrators in establishing, reviewing and distributing beneficiary trust accounts- Regularly communicate with senior management to troubleshoot various issues- Review financial statements for accuracy on a strict deadline basis- Work closely with twelve team members to ensure efficient functioning of colleague’s requests- Resolve participant issues during escalated and potential fraudulent situations- Cooperate with brokers to process trades in participants Self Directed Brokerage accounts- Educate subordinates on intricate plan concepts while serving as a trainer

Dec 2014 - Sep 2017

Retirement Education Specialist Ii

J.P. Morgan Retirement Plan Services

Overland Park, Kansas

- Processed trades, distributions and other transactions; some with a multimillion dollar value- Supported fellow co-workers while working on a Help Desk- Operated numerous databases while synonymously assisting participants- Effectively communicated plan policies and procedures to participants- Advised and acted as a resource for mentees enrolled in the Mentor Program - Collaborated with coworkers to research and resolve participant issues- Maintained a professional relationship with each individual participant

Aug 2012 - Dec 2014
Team & coworkers

Colleagues at Caliber Wealth Management

Other employees you can reach at raymondjames.com. View company contacts for 18734 employees →

CB Carol Bartlett Williams Carol Bartlett Williams Colleague at Caliber Wealth ManagementFayetteville, Arkansas, United States View → SB Stefanie Baker Stefanie Baker Colleague at Caliber Wealth ManagementFarmington, Michigan, United States View → JJ Jay Jodoin Jay Jodoin Colleague at Caliber Wealth ManagementSt Petersburg, Florida, United States View → LG Laura Gonzales Laura Gonzales Colleague at Caliber Wealth ManagementFort Worth, Texas, United States View → BM Beau M. Beau M. Colleague at Caliber Wealth ManagementLafayette, Louisiana Metropolitan Area, United States View → KA Kal Ahmed Kal Ahmed Colleague at Caliber Wealth ManagementCalgary, Alberta, Canada View → KM Katie Murphy Katie Murphy Colleague at Caliber Wealth ManagementPittsfield, Massachusetts, United States View → RL Robert L Alaniz, Crpc® Robert L Alaniz, Crpc® Colleague at Caliber Wealth ManagementSan Antonio, Texas Metropolitan Area, United States View → KD Katie Davidson Katie Davidson Colleague at Caliber Wealth ManagementOdessa, Florida, United States View → ED Elliott Dowd Elliott Dowd Colleague at Caliber Wealth ManagementVancouver, British Columbia, Canada View →
2 education records

Bryson Slater, Cfp® education

FAQ

Frequently asked questions about Bryson Slater, Cfp®

Quick answers generated from the profile data available on this page.

What company does Bryson Slater, Cfp® work for?

Bryson Slater, Cfp® works for Caliber Wealth Management.

What is Bryson Slater, Cfp®'s role at Caliber Wealth Management?

Bryson Slater, Cfp® is listed as Financial Advisor at Caliber Wealth Management.

What is Bryson Slater, Cfp®'s email address?

AeroLeads has found 1 work email signal at @mail.missouri.edu for Bryson Slater, Cfp® at Caliber Wealth Management.

Where is Bryson Slater, Cfp® based?

Bryson Slater, Cfp® is based in Kansas City, Missouri, United States while working with Caliber Wealth Management.

What companies has Bryson Slater, Cfp® worked for?

Bryson Slater, Cfp® has worked for Caliber Wealth Management, Petrovic Financial Services, Empower Retirement, J.P. Morgan Retirement Plan Services, and Heart Of Missouri United Way.

Who are Bryson Slater, Cfp®'s colleagues at Caliber Wealth Management?

Bryson Slater, Cfp®'s colleagues at Caliber Wealth Management include Carol Bartlett Williams, Stefanie Baker, Jay Jodoin, Laura Gonzales, and Beau M..

How can I contact Bryson Slater, Cfp®?

You can use AeroLeads to view verified contact signals for Bryson Slater, Cfp® at Caliber Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Bryson Slater, Cfp® attend?

Bryson Slater, Cfp® holds Bachelor'S Of Science In Business Administration, Finance from University Of Missouri-Columbia.

What skills is Bryson Slater, Cfp® known for?

Bryson Slater, Cfp® is listed with skills including Microsoft Office, Microsoft Excel, Powerpoint, Financial Analysis, Customer Service, Microsoft Word, Accounting, and Communication.

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