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Trevor Bryant, CFA, CFP®

Trevor Bryant, CFA, CFP®

Private Client Assoicate

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location of Trevor Bryant, CFA, CFP®Dallas, Texas, United States

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  • Timeline

  • About me

    Co-Founder & Managing Director at Westshore Wealth

  • Education

    • University of Florida

      -
      BS Business Administration and Management, General

  • Experience

    • Bernstein Global Wealth Management

      Oct 2006 - Nov 2008
      Private Client Assoicate

    • Barclays

      Nov 2008 - Jul 2013
      Analyst

    • RGT Wealth Advisors

      Jul 2013 - Jun 2016
      Director

    • Westshore Wealth

      Jul 2016 - now
      Co-Founder & Managing Director

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      Dec 2014

    • Chartered Financial Analyst (CFA) charterholder

      CFA Institute
      Sept 2013