Christopher Bryan
On behalf of business owners and successful individuals, Chris delivers a deep focus on retirement and exit strategies, tax-smart strategies, and employee benefit plans.
Recognized as a go-to advisor for individual, corporate, and institutional...
ABOUT CHRISTOPHER
On behalf of business owners and successful individuals, Chris delivers a deep focus on retirement and exit strategies, tax-smart strategies, and employee benefit plans.
Recognized as a go-to advisor for individual, corporate, and institutional clients in Pennsylvania and across the U.S., Chris designs and implements worry-free retirement strategies tailored to each client’s goals. With more than 25 years of diverse financial experience—including time in M&A and commercial real estate as a corporate CPA—he offers an uncommon perspective on building wealth and improving retirement readiness for clients and, in many cases, their employees. Chris is also a candidate for CFP® certification by recently passing the exam.
“I help smart people make better, more informed financial decisions, and turn their money and assets into amazing stories.”
For families, Chris formulates thoughtful asset, lending, liquidity, tax, and risk strategies to make their money work harder while saving time and costs. His approach has earned him introductions to families accumulating wealth, as well as individuals navigating divorce. Encouraging both spouses to participate, Chris often mediates difficult discussions to educate and create realistic next steps.
“I’ve spent the last 17 years building worry-free retirements for individuals, business owners, and their employees.”
A former corporate CPA, Chris enjoys collaborating with clients’ CPAs and attorneys—proactively facilitating aligned efforts across tax-smart strategies, exit planning, and estate planning. Unlike many industry peers, Chris monitors tax implications year-round, staying ahead of new regulations that can benefit clients now and for generations.
Background
Chris is a graduate of Rutgers University, earning dual Bachelor of Science degrees in Accounting and Finance, and is a Certified Public Accountant*. Outside of work, Chris serves as Treasurer on the Board of Project 440, mentoring young musicians and teaching financial literacy to underserved youth and families in the Philadelphia region. He and his family of seven + havapoo "Latte” split time between the Philadelphia and Charlotte markets, serving clients in 21 states.
*Chris does not provide any legal or tax advice in his role at Merrill
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
Christopher J. Bryan, CEPA®, C(k)P®, CPFA®
Assistant Vice President | Wealth Management Advisor | Senior Portfolio Advisor | Certified Exit Planning Advisor | Retirement Accredited Financial Advisor | Certified 401(k) Professional | Certified Plan Fiduciary Advisor | NMLS ID: 1805237
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Merrill Lynch Wealth Management
4 Penn Center, 7th Floor | 1600 John F Kennedy Blvd | Philadelphia PA 19103
T 215.587.4611 | M 215.823.0071 | F 215.253.5422 | TF 800.937.0738
Christopher Bryan is registered to do business in AZ, CA, CO, DC, DE, FL, GA, IA, IL, KY, MA, MD, NC, NJ, NY, OH, PA, RI, TX, VA, VT.
