Bryan is a senior financial planner at Mercer Advisors, who specializes in stress testing clients’ financial situations to determine what can be done to help maximize their goals in the most efficient manner. In this role, he coordinates with clients’ in-house teams to take care of their financial position, tax, estate, asset preservation and investment planning needs.
He brings to Mercer Advisors 20 years of experience in the financial industry. Previously he worked at the New York Life Insurance Company, Guardian Life Insurance Company and Northwestern Mutual, where he assisted advisors with financial planning and investment analysis. He began his financial services career as a financial advisor at Smith Barney.
Bryan is a Certified Financial Analyst® (CFA®) charter holder and a CERTIFIED FINANCIAL PLANNER® Professional. Bryan graduated from Guilford College and the University of California-Riverside, with bachelor’s and master’s degrees, respectively.
He lives in Hoboken, New Jersey, with his partner and their Cavalier King Charles spaniel. In his spare time, you can find him riding nowhere, on a Peloton bike. Bryan has a life goal to visit 100 different countries. As of May 2025 he’s at 22. Next up: Argentina.
Morristown
67 Park Place East Suite 700 Morristown, New Jersey 07960