With over 25 years of investment and financial planning experience, Bryan is a seasoned stock market technical analyst closely following overall market trends, market conditions, and specific equities. He has recently been featured in reports by US News & World Report, Investors Business ...more

With over 25 years of investment and financial planning experience, Bryan is a seasoned stock market technical analyst closely following overall market trends, market conditions, and specific equities. He has recently been featured in reports by US News & World Report, Investors Business Daily, CBS News, Yahoo News and TheStreet.com. He serves as the host of Markets ‘N5, a bi-weekly video series focused on analyzing market trends based on technical analysis. Bryan’s career covers a diverse range of investment and securities experience ranging from financial and estate planning for high and ultra-high net worth families, as well as senior and partner roles with both the big Wall Street firms and smaller boutique firms. Apart from his commitment to understanding each client’s unique needs and implementing strategies that preserve and protect their assets and wealth, Bryan still finds time to remain active in his community. He serves on several local boards, coaches youth soccer, is a Boy Scout Leader, and volunteers with local charities, including assisting the Charlotte Men’s Shelter. In his downtime, he enjoys participating in various fitness and sports activities and enjoying quality time with his family mountain biking and whitewater paddling at the US National Whitewater Center located in Charlotte, NC. Bryan holds a B.S. in communications and business. In 2018, he became a 5 Star Wealth Manager Award Winner.less