Bryan Rutledge

Background

About Bryan Rutledge

With 22 years of experience in the financial services industry, I've cultivated a comprehensive skill set spanning accounting, banking, wealth management, trusts, retirement planning, and institutional consulting. Leveraging my adept interpersonal skills, I've effectively expanded networks, nurtured new relationships, and retained key clientele, finding genuine fulfillment in meaningful connections. Throughout my career, I've operated within diverse organizations, offering solutions ranging from simple to complex for retail, high-net-worth individuals, business-to-business, and public/governmental agencies. This breadth has enabled me to address clients' needs comprehensively, often advising on broader concerns they may not have been aware of, positioning myself as both an objective advocate and a knowledgeable expert. My commitment to excellence has yielded tangible results within my organization, consistently ranking in the top quartile of production annually within a Fortune 500 company, frequently within the top 3. My achievements include three years in the Chairman's Club, the company's highest honor, showcasing my dedication and effectiveness. Moreover, our territory became a model for cross-selling and collaboration, boasting the highest close-ratio within the company, from identified opportunities to closed business and new revenue booked. In addition to professional accomplishments, I've pursued continuous learning, obtaining various designations to enhance my expertise and better serve clients. These include graduation from Southern Trust School and attainment of FINRA's Series 7, 66, SIE, and 65 licenses, as well as certifications such as Accredited Asset Management Specialist (AAMS), Accredited Investment Fiduciary (AIF), Certified Retirement Services Professional (CRSP), and Certified Retirement Plan Professional (CRPP). Currently pursuing the Certified Financial Planner (CFP) designation, I aim to further augment my capabilities by its completion by the end of 2024. In summary, my tenure in the financial services industry has been marked by a commitment to excellence, a passion for building relationships, and a relentless pursuit of knowledge to better serve clients and achieve organizational success.