Bryan Myers

IFW Financial Professional Bryan Myers IFW Financial Professional Bryan Myers
  • Stratigic Asset Management, Ltd.
  • Maryland

Prior to founding Strategic Asset Management, Ltd. in 1994, Bryan Myers was President and CEO of The W.H. Myers Company, Inc. DBA Myers Catalog Showrooms from 1976 to 1994. In addition to presiding over Strategic Asset Management; Ltd., Bryan is an investment advisor representative with Redwood Private Wealth, LLC, and has successfully completed securities exams for series 7, 24, 65 and 63. As a managing director of Redwood Tax Specialists he shows small business owners and other affluent individuals how to significantly reduce their tax liability year over year.

Bryan earned his Bachelor of Science Degree in Business Administration from the University of Baltimore. He also earned the ACCREDITED INVESTMENT FIDUCIARY ANALYST (AIFA®) designation from the Center for Fiduciary Studies, in association with University of Pittsburg’s Joseph M. Katz Graduate School of Business, and the RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®) designation from the American College.  Bryan’s continuing education endeavors include courses in Corporate Cash Management and Financial Planning for the Closely Held Business conducted by the College of William and Mary and the American Management Association, Estate and Asset Planning Using Trusts conducted by Raymond James Trust School, and Portfolio Management Theory and Practice conducted through Portfolio Concepts Inc.

In 1999, Bryan founded the Hampton Roads Virginia Chapter of Young Entrepreneurs Organization (YEO).

Bryan is a member of The Center for Fiduciary Studies. Bryan has over 48 years of practical experience in business management and finance. (Over 30 years as Financial Consultant).

Bryan is a native of Carroll County Maryland and is married with three children.  Bryan currently resides in Manchester, MD with his wife Debbie.

LICENSES & ACCREDITATIONS

  • Accredited Investment Fiduciary Analyst (AIFA®)
  • Retirement Income Certified Professional (RICP®)
  • Life, Accident & Health Licensed
  • Annuity & Long Term Care Licensed

AREAS OF EXPERTISE

  • Retirement Income Planning
  • Asset Maximization
  • Wealth Protection
  • Annuity Specialist

Bryan Myers

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