Bryan Winter is a Financial Advisor with Raymond James. While focusing his business on his clients’ individual financial objectives, Bryan believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Bryan apart.
As a Certified Financial Planner™ professional, Bryan offers comprehensive wealth management services including, but not limited to, estate planning, risk management, investment policy statement creation, retirement planning, and investment management for individuals, small businesses, and non-profit organizations.
He is a graduate of Virginia Military Institute (VMI) and received a double major in computer science and mathematics. He also graduated from Old Dominion University (ODU) with a master’s in engineering management.
After college, Bryan served as a Naval Nuclear Submarine officer for eight years where he certified as a Nuclear Engineer by the Department of Defense. After transitioning from Naval Service, Bryan and other Veteran partners entered the private equity space, raised capital, and started their own business where Bryan served in a financial officer and investment analysis role for six years. Bryan and his partners sold their business in 2019. Bryan spent over three years with Edward Jones Investments before coming to Towne Wealth Management at Raymond James in 2022.
A native of Suffolk, Virginia, Bryan is actively involved in the American Legion, Young Life, and American Heart Association*. He is also an active member of his church. Bryan and his wife, Sarah, have a son, Myles, born in 2016 and a Goldendoodle named Swagger. When not in the office, Bryan enjoys spending time with family, volunteering, and playing golf.
Raymond James is not affiliated with any of the companies mentioned.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.