Chris Bryan, an Accredited Wealth Management Advisor, has been in the financial services industry since 1996. Through the Bull and Bear markets, as well as volatility and market swings, Chris helps his clients achieve their financial and retirement goals.
Chris founded Oakwood Asset Management in 2017 after 21 years at Merrill Lynch PF&S to help provide his clients with comprehensive financial planning services without potential conflicts. Chris chose to partner with iTP Partners and American Portfolios so he could bring to his clients a new level of service and a full scope of financial products. Specializing in working with high net worth individuals and families, Chris establishes a financial plan determined by their unique goals and desires. He then works closely with them to craft a tailored and personalized solution. Once a plan is jointly realized and implemented, Chris continues to maintain a close working relationship with his clients. This allows Chris and his clients to look past the short-term obstacles by focusing on the long-term goals.
Chris has obtained the FINRA series 7, 31, and 66 registrations, as well as, Life, Health, and Variable Products Insurance licenses. Oakwood Asset Management is in the business of building long-term, solid relationships based on trust and quality client service.
Chris and his wife, Sarah, have been married since 2003. They have three children whom they affectionately refer to as the ‘A team.’ When not serving as chauffeur to the A team, Chris enjoys weight-lifting and participating in several sports and competitive activities of all kinds. He is the best #10 hitter on his softball team! Chris also enjoys golfing, boating, and woodworking.