Meet Bryan
Bryan is a Sr. Wealth Advisor based in New York, New York. He began his wealth management career in 2005 at Traust Sollus Wealth Management, which was acquired by Mercer Advisors in 2018. Bryan graduated from the University of Michigan (Ann Arbor) with a B.S. degree in engineering. He also earned a Master of Accounting and Financial Management degree from DeVry University’s Keller Graduate School of Management. Bryan is a Certified Public Accountant and a CFA® charterholder.
Bryan’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Bryan has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Advising physicians with insurance, debt, and investment strategies
- Managing income and long-term strategy for consultants with unpredictable schedules and global work
His working style
Bryan has a calm presence and the ability to simplify complex decisions. He is collaborative and caring, and enjoys building long-term partnerships with his clients.
Bryan in real life
What keeps you busy outside of work?
Most of my free time is spent with my wife and two children. I love wine, food, and travel (especially when I can combine all three together). I also enjoy skiing, golf, and tennis.
Why do you like working at Mercer Advisors?
Mercer Advisors provides me with the opportunity to grow professionally and personally and enables me to be a powerful contribution to the lives of others.
Any words you try to live by?
In the words of Warren Miller, “If you don’t do it this year, you’ll be one year older when you do.”
Bryan’s snapshots
Meet Bryan’s Teammates
Mendim Gecaj
Principal
What Bryan Says
We are always challenging each other to be the best we can be for ourselves and our clients.
David Simpson
Sr. Investment Strategist
What Bryan Says
David is a wonderful resource when it comes to portfolio guidance; helping to distill the universe of Mercer Advisors investment offerings into a cohesive strategy.
Andrew Caceres
Sr. Manager, Tax Services
What Bryan Says
I love partnering with Andrew when it comes to tax strategy and helping make sure my clients pay the least amount of taxes possible.
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