Bryan Rea, Cfp®

Bryan Rea, Cfp® Email and Phone Number

Partner, Senior Investment Advisor @ Capital Investment Advisors
atlanta, georgia, united states
Bryan Rea, Cfp®'s Location
Atlanta, Georgia, United States, United States
Bryan Rea, Cfp®'s Contact Details

Bryan Rea, Cfp® work email

Bryan Rea, Cfp® personal email

n/a
About Bryan Rea, Cfp®

Bryan Rea, CFP® is an investment advisor and a member of the Investment Committee for Capital Investment Advisors (CIA). He joined team CIA in January of 2007. Prior to his arrival at Capital Investment Advisors, he worked at a regional investment firm where he was a financial advisor and managed an office in Savannah, Georgia. Bryan has always had a passion for working directly with clients and creating individualized portfolios that are tailored toward their specific needs. While in Savannah, he primarily worked with clients as a specialist in fixed income, traditional and convertible preferred securities, as well as dividing paying stocks.As a CERTIFIED FINANCIAL PLANNER™, Bryan focuses on matching investment and financial planning strategies to the specific goals of his clients and then advises them on asset allocation decisions, portfolio design and investment implementation. His practice has been built helping business owners, executives and retirees navigate through various financial situations, such as estate planning, retirement planning and business succession.At CIA, Bryan spends much of his time researching investments for clients as well as taking part in regularly occurring investment committee meetings. His function with this committee is analyzing fixed income investments and preferred stocks.As a native of south Georgia, Bryan loves outdoor activities such as hunting, fishing, running, and golf. He is a graduate of the Harley Langdale College of Business at Valdosta State University with a BBA in Finance. In his spare time, Bryan enjoys spending time with his family, giving back to the community and attending Peachtree Presbyterian Church. Bryan is married to wife Casey and they have a beautiful daughter Emme Layne and son Wells.

Bryan Rea, Cfp®'s Current Company Details
Capital Investment Advisors

Capital Investment Advisors

View
Partner, Senior Investment Advisor
atlanta, georgia, united states
Website:
yourwealth.com
Employees:
47
Bryan Rea, Cfp® Work Experience Details
  • Capital Investment Advisors
    Financial Planner
    Capital Investment Advisors Jan 2007 - Present
  • Wela Strategies
    Principal
    Wela Strategies Jan 2008 - Feb 2024
  • Edward Jones
    Investment Advisor
    Edward Jones Aug 2003 - Jan 2007

Bryan Rea, Cfp® Skills

Financial Planning Investments Retirement Planning Estate Planning Wealth Management Strategic Financial Planning Retirement Portfolio Management Asset Allocation Financial Advisory Investment Advisory Finance Fixed Income Series 63 Securities Small Business Mutual Funds 401k Fixed Annuities Iras Investment Strategies

Bryan Rea, Cfp® Education Details

Frequently Asked Questions about Bryan Rea, Cfp®

What company does Bryan Rea, Cfp® work for?

Bryan Rea, Cfp® works for Capital Investment Advisors

What is Bryan Rea, Cfp®'s role at the current company?

Bryan Rea, Cfp®'s current role is Partner, Senior Investment Advisor.

What is Bryan Rea, Cfp®'s email address?

Bryan Rea, Cfp®'s email address is br****@****lth.com

What schools did Bryan Rea, Cfp® attend?

Bryan Rea, Cfp® attended Valdosta State University, Oglethorpe University.

What skills is Bryan Rea, Cfp® known for?

Bryan Rea, Cfp® has skills like Financial Planning, Investments, Retirement Planning, Estate Planning, Wealth Management, Strategic Financial Planning, Retirement, Portfolio Management, Asset Allocation, Financial Advisory, Investment Advisory, Finance.

Who are Bryan Rea, Cfp®'s colleagues?

Bryan Rea, Cfp®'s colleagues are Jonas Roos, Cfp®, ‎michael Reiner‎, Ryan E., Barbara Pinyan, Brenden Urban, Adria Demeo, Crpc®, Elizabeth Kelly.

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