Bryan Roper

Background

About Bryan Roper

I aim to develop life-long client relationships established on the foundations of trust and client satisfaction by providing sound investment advice and the highest level of personal service. My value is built on my experience and knowledge of financial and estate investment planning, investments, and financial markets. In order to help you achieve financial independence, I work with you to formulate a comprehensive investment plan, implement that plan, and provide guidance and direction to three key areas I believe are instrumental to your financial success—accumulation of wealth, preservation of resources, and transfer of assets. My business requires an in-depth understanding of each client’s financial assets, risk tolerance, investment experience, time horizons, concerns, and expectations. I know that in order to create lasting relationships, I must do more than just manage assets. Client needs come first and ongoing education and regular communication are integral parts of my client commitment. Take the time-focus on yourself-allow me to help you move toward meeting your needs and achieving your dreams. This information is intended for use by residents of AL, AR, CA, CO, DC, FL, IL, LA, MD, MO, MS, NY, TN, TX, VA, WA, and WY Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social