Lee Bryan, IV – Senior Institutional Consultant
Lee is a Senior Institutional Consultant and client advisor and joined the firm in 2010. Previously, Lee worked for Wells Capital Management and Evergreen Investments as a Fixed Income Portfolio Manager, where he was responsible for a variety of customized total-return and yield-driven institutional fixed income mandates. He received a B.A. in Business Economics from Wofford College in 2002, and an International MBA from the University of South Carolina and Wirtschafts Universitat Wien in 2006. In both 2018 and 2019, Lee was recognized by Forbes and SHOOK Research as one of America’s Top Next Generation Wealth Advisors. He holds the Series 7 and 66 securities registrations.
Raymond James is not affiliated with the above organizations and/or charitable causes.
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 29,334 nominations received, 250 made the final list in 2019.