Bryan P. Filson Email & Phone Number

Naples, Fl, Us

Naples, Florida, United States

I am a Financial Planner and earned my Bachelor’s Degree in Finance from Bentley University in Waltham, Massachusetts. I spent the past 17 years in the financial services industry working with Trust Departments, Private Banking Departments, Certified Financial Planners®, CPA’s and Estate Planning Attorneys. I concentrated my efforts on incorporating banking and securities training to create a composite background geared towards customized Financial Planning. Through a prior firm, Bryan held… Show more I am a Financial Planner and earned my Bachelor’s Degree in Finance from Bentley University in Waltham, Massachusetts. I spent the past 17 years in the financial services industry working with Trust Departments, Private Banking Departments, Certified Financial Planners®, CPA’s and Estate Planning Attorneys. I concentrated my efforts on incorporating banking and securities training to create a composite background geared towards customized Financial Planning. Through a prior firm, Bryan held the FINRA series 6, 63 Licenses. Bryan currently holds the Series 7, 66, Florida Long-Term Care Certification as well as the Life, Health and Variable annuity license. He also has his CRPS® Designation from the College for Financial Planning. He formerly was on the board for the Economic Development Council for the Bonita Springs Chamber of Commerce and was previously a Trustee for the Pension Fund for the Bonita Springs Fire Control and Rescue District. Bryan is currently a Non-Profit Board Member for The Heights Foundation regarding education and is also a Non-Profit Board Member for Epilepsy Florida, Inc. involved with helping structure philanthropic goals and empowering people with Epilepsy to strive toward financial freedom. Bryan uses his experience and community involvement to create financial plans like fingerprints, customized to each individual situation. The plans are adjustable for life's changes and challenges because being properly prepared and ready for anything provides confidence in your financial future and life. Show less

Ft. Myers

"I work with individuals and businesses to help minimize their risk and diversify their portfolio. Anyone can open an IRA or 401(k) or set up life insurance for estate planning. It is knowing an appropriate way to incorporate all of these aspects together in a single strategy with specific amounts to help maximize the benefit from each plan. I work directly with the clients' attorneys and CPA's to customize each plan because everyone is different. Using trusts and buy/sell agreements combined… Show more "I work with individuals and businesses to help minimize their risk and diversify their portfolio. Anyone can open an IRA or 401(k) or set up life insurance for estate planning. It is knowing an appropriate way to incorporate all of these aspects together in a single strategy with specific amounts to help maximize the benefit from each plan. I work directly with the clients' attorneys and CPA's to customize each plan because everyone is different. Using trusts and buy/sell agreements combined with financial vehicles to create an efficient strategy. Our goal is for clients to have less fear when their plan is mapped out all the way through retirement and into their legacy planning." This is not an offer or solicitation in any jurisdiction where we are not authorized to do business Insurance Licensed in: Florida. ‎Disclosure: http://www.mutualofomaha.com/disclosure/ Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). ‎Mutual of Omaha Financial Advisors is the ‎marketing name for Mutual of Omaha Investor Services, Inc. The third-party comments displayed are not verified, may not be accurate and are ‎not necessarily representative of our client experiences.‎ This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites. Show less

1520 Royal Palm Square Blvd, Suite #250Fort Myers, Fl 33919

"I work with individuals and businesses to help minimize their risk and diversify their portfolio. Anyone can open an IRA or 401(k) or set up life insurance for estate planning. It is knowing an appropriate way to incorporate all of these aspects together in a single strategy with specific amounts to help maximize the benefit from each plan. I work directly with the clients' attorneys and CPA's to customize each plan because everyone is different. Using trusts and buy/sell agreements combined… Show more "I work with individuals and businesses to help minimize their risk and diversify their portfolio. Anyone can open an IRA or 401(k) or set up life insurance for estate planning. It is knowing an appropriate way to incorporate all of these aspects together in a single strategy with specific amounts to help maximize the benefit from each plan. I work directly with the clients' attorneys and CPA's to customize each plan because everyone is different. Using trusts and buy/sell agreements combined with financial vehicles to create an efficient strategy. Our goal is for clients to have less fear when their plan is mapped out all the way through retirement and into their legacy planning. I also recruit and train other motivated individuals to do the same." Show less

Southwest Florida

I work directly with the clients to accurately depict their risk tolerance, financial profile and start the financial planning process to make it a smooth transition to our in-house CFP and Portfolio Manager. I then continue to work with the client to implement the plan and maximize efficiency in all financial areas.

Naples, Fl

Worked with clients to set up a balanced portfolio matching their risk tolerance and timeline determined by their goals. I also worked with them to establish a complete estate plan from low level account titling to avoid probate issues to high level insurance hedging to leverage and protect assets for multigenerational longevity with tax efficiency.

Naples, Florida Area

As a Preferred Licensed Banker (i) I handled the financial planning for clients between the liquid net worth of $100k-$2 million through lending, deposits, brokerage, insurance and long term care planning.

Motivating my team to create client focused relationships causing us to exceed our branch goals through referral business.

Bs In Finance, Finance

Diploma, Math/Economics

Activities and Societies: National Honor Society/Cross Country 3D's!!! Junior and Senior Year

General Studies

Activities and Societies: Cross Country and Skiing Club Freshman and Sophomore Year