Bryan Stanley

Bryan Stanley Email and Phone Number

Financial Advisor I Portfolio Advisor | I help busy executives with strategies to help build wealth | Tax efficiency | Retirement planning| Goal based financial planning | Serving families and Businesses. @ Merrill Lynch Wealth Management
new york, new york, united states
Bryan Stanley's Location
Fayetteville, North Carolina Metropolitan Area, United States
Bryan Stanley's Contact Details

Bryan Stanley work email

Bryan Stanley personal email

n/a
About Bryan Stanley

I became a financial advisor because I want to help people. The most important thing I do for my clients is to truly listen to them in order to understand their story and what they are going through. I was a fourth generation born and raised in Fayetteville , NC and grew up in a small house next to Cape Fear Valley Hospital with my brother and working class parents. While my grandfathers were members of the U.S. Army stationed at Fort Bragg, my father worked as a Utility Locator and my Mother had a career in retail banking while raising us. The wise words of my grandfather "If you don't know where you are going then how can you get there," and witnessing the financial struggles of those that I admired the most imprinted in me that everyone needs and deserves a financial plan. I realized from a young age the sense of well being, security, and dignity that successful financial planning and investing can provide. This inspired me to enter the financial services industry after Graduate School, to help people just like those in my own family. Today, 8 years later, I remain more committed than ever to educating and inspiring my clients to take control of their finances. I enjoy building close, long lasting relationships with my clients and take pride in upholding an ethical standard that cannot be surpassed. I work with you to craft a personalized roadmap for the accumulation of wealth to pursue your unique goals and Some of the common goals I assist with are: • Creating a dignified and independent retirement income with the goal of not outliving your wealth• Leaving a legacy of wealth to your children• Endowing the education of your children and/or grandchildren• Saving for a large purchase• Tax efficient investing• Cash Management Solutions • Wealth Preservation • Navigating life changes such as Job or Career change, Divorce, and growth of the family.• Lending • Charitable givingIt is and honor and a privilege to help clients on their journey of life and to celebrate their successes with them.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Bryan Stanley's Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

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Financial Advisor I Portfolio Advisor | I help busy executives with strategies to help build wealth | Tax efficiency | Retirement planning| Goal based financial planning | Serving families and Businesses.
new york, new york, united states
Website:
ml.com
Employees:
45157
Bryan Stanley Work Experience Details
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Apr 2020 - Present
  • First Citizens Bank / First Citizens Investor Services
    Financial Services Rep 2/ Registered Representative
    First Citizens Bank / First Citizens Investor Services May 2018 - Apr 2020
  • Merrill Lynch Wealth Management
    Registered Representative 401K Team
    Merrill Lynch Wealth Management Nov 2016 - May 2018

Bryan Stanley Education Details

  • Capella University
    Capella University
    Masters Of Business Administration, Mba
  • East Carolina University
    East Carolina University
    Bachelor'S Degree

Frequently Asked Questions about Bryan Stanley

What company does Bryan Stanley work for?

Bryan Stanley works for Merrill Lynch Wealth Management

What is Bryan Stanley's role at the current company?

Bryan Stanley's current role is Financial Advisor I Portfolio Advisor | I help busy executives with strategies to help build wealth | Tax efficiency | Retirement planning| Goal based financial planning | Serving families and Businesses..

What is Bryan Stanley's email address?

Bryan Stanley's email address is br****@****ens.com

What schools did Bryan Stanley attend?

Bryan Stanley attended Capella University, East Carolina University.

Who are Bryan Stanley's colleagues?

Bryan Stanley's colleagues are Jaime Clark, Janie Lehmer, Jennifer Rhodes, Jennifer Hynes, Evan Israel, Zachary Niklaus, Cfp®, Matthew Mcbride.

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