Bryan Anderson, AAMS®, AWMA®, Private Financial Advisor

SunTrust Investment Services, Inc.

Bryan Anderson Photo
Bryan Anderson, AAMS®, AWMA®, Private Financial Advisor

SunTrust Investment Services, Inc.

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36105 EAST LAKE ROAD

PALM HARBOR, FL 34685

26627 U.S. Highway 19 North,

Clearwater, FL 33761

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About

Bryan Anderson is a Private Financial Advisor specializing in wealth management. He offers business owners, executives and other clients more than 14 years of investment management experience. Bryan came to SunTrust Investment Services from Wells Fargo Advisors / Wachovia Securities, where he was a Private Financial Advisor - Vice President of Investments. Previously, he was a Private Financial Advisor at Morgan Stanley.

Bryan's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. Bryan follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning and other critical financial strategies.

Bryan has received the Accredited Wealth Management AdvisorSM (AWMA®) and Accredited Asset Management SpecialistSM (AAMS®) designations from the College for Financial Planning. Additionally, Bryan earned the Certified Retirement Counselor® (CRC®) designation from the International Foundation for Retirement Education in conjunction with the Texas A&M May Business School and is an Accredited Investment Fiduciary® (AIF®) which is awarded by the Foundation for Fiduciary Studies in conjunction with the University of Pittsburg - Katz Business School. Bryan is an active member in the community, serving on numerous committees and he and his wife and daughter reside in the Tampa Bay area.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

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