Bryan Monks
Senior Associate at Wpwealth
Based in United States
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Seniority
Manager
Department
Finance & Accounting
Location
United States
Industry
Financial Services
Company size
23
Contact information
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b•••••••@wpwealth.com
Phone
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Background
About Bryan Monks
At WPWealth, my role as a Senior Associate merges comprehensive financial services knowledge with the insights gained from a solid academic foundation at the University of Houston - Downtown. Leveraging my Certified Financial Planner credentials, I focus on delivering tailored wealth management solutions to our clients. My tenure at Merrill Lynch Wealth Management honed my competencies in finance and corporate finance. The team and I are dedicated to fostering financial well-being for our clients, backed by a commitment to integrity and a passion for excellence in the financial services sector. When I am not at work, I enjoy traveling, spending time with my wife, Hailey, and our mini goldendoodle, George.
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