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 May 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 company 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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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.

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.

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.

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 →

MG Michael Glennon Michael Glennon Colleague at Caliber Wealth Management St Petersburg, Florida, United States, United States View → EJ Edwin Jay Thomas Edwin Jay Thomas Colleague at Caliber Wealth Management Vancouver, British Columbia, Canada, Canada View → DH Deborah Heinze Deborah Heinze Colleague at Caliber Wealth Management Dallas, Texas, United States, United States View → AL Anna Lea Hudgins Anna Lea Hudgins Colleague at Caliber Wealth Management Midland, Texas, United States, United States View → MU Md Uddin Md Uddin Colleague at Caliber Wealth Management United States, United States View → JH Joseph Helmy Joseph Helmy Colleague at Caliber Wealth Management Boca Raton, Florida, United States, United States View → SS Silvana Souza Silvana Souza Colleague at Caliber Wealth Management Uruguay, Uruguay View → GB Gregory Branson Gregory Branson Colleague at Caliber Wealth Management Brookfield, Wisconsin, United States, United States View → SB Scott Bailey Scott Bailey Colleague at Caliber Wealth Management Indianapolis, Indiana, United States, United States View → RB Rudra Badad Rudra Badad Colleague at Caliber Wealth Management Washim, India, India 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 Michael Glennon, Edwin Jay Thomas, Deborah Heinze, Anna Lea Hudgins, and Md Uddin.

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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