Bryan P. Farrissey
Whether he's helping clients plan for retirement, save for a child's college education or simply maximize their investments over the course of their career and life, Bryan partners with each person to understand their needs and goals. He invests the time it takes to build these relationships, usually spending the initial client meeting simply gathering information and asking questions.
His 10 years of experience as a financial advisor is bolstered by an additional 15 years of business and consulting experience working with Fortune 500 companies, which gives him a well-rounded view of both personal and commercial finance. Bryan has a bachelor's degree in management technology from Purdue University, an MBA from University of South Carolina, holds licenses in life, health and long-term care insurance and is FINRA licensed. He also holds Series 7, 63 and 65 licenses.
“I ask my clients ‘What keeps you up at night? What's your risk tolerance? Questions like these help me understand who they are and understand why they're coming to see me. That allows me to craft a plan that truly makes a difference in their lives.”
For full bio of Bryan P. Farrissey, click here.
Check the background of this investment professional on FINRA's BrokerCheck.