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Trevor Bryant, CFA, CFP®

Trevor bryant, cfa, cfp®

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location of Trevor Bryant, CFA, CFP®Dallas, Texas, United States
Phone number of Trevor Bryant, CFA, CFP®+91 xxxx xxxxx
Followers of Trevor Bryant, CFA, CFP®445 followers

  • Timeline

    Oct 2006 - Nov 2008

    Private Client Assoicate

    Bernstein Global Wealth Management
    Nov 2008 - Jul 2013

    Analyst

    Barclays
    Jul 2013 - Jun 2016

    Director

    RGT Wealth Advisors
    Current Company
    Jul 2016 - now

    Co-Founder & Managing Director

    Westshore Wealth

  • 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