Nancy T. Bryant, MBA, CFP®
“Helping clients build and use wealth wisely.”
For more than 30 years, Nancy Bryant has devoted her professional life to advising and educating adults in the areas of personal finance. As her client’s advocate, helps them implement and monitor a plan for successfully meeting their financial goals. Ultimately, Ms. Bryant’s primary objective is to help her clients build and use their wealth wisely throughout their lifetime.
Nancy has worked with adults of all ages from all walks of life. Her clients consist of single and married individuals planning for such goals as financial independence, their children’s education and their own retirement as well as retired individuals and widowed spouses looking to make the most of the wealth they’ve accumulated.
In her work with individuals, Nancy combines her background in education (having taught at both the secondary and college levels), investment research and analysis (from her tenure as a stockbroker and analyst), portfolio management (overseeing clients’ portfolios for a local investment manager), and advising (a skill she uses regularly in her current practice as a financial planner) to address the needs of her clients in a comprehensive way.
She also provides investment-consulting services to family trusts, foundations and retirement plans. This includes formalizing an investment policy with guidelines, recommending a manager selection process, and evaluating and monitoring the selected managers on a quarterly basis. She also assists in setting up criteria for terminating managers who no longer meet the investment goals of the client and the due diligence process that she’s adopted.
Certified Financial Planner®, College for Financial Planning, Board of Standards, Denver, CO., granted in October 1994
Masters of Business Administration in Finance, Loyola College, Baltimore, MD 1986
Bachelor of Science in Secondary Education, SUNY Albany, NY, 1976
Professional Licenses and Affiliations
Named to “Guide to America’s Top Financial Planners” 2006-2007 Edition published by Consumers’ Research Council of America, Washington, DC
Accredited Investment Fiduciary™, Center for Fiduciary Studies, Joseph M. Katz Graduate School of Business, University of Pittsburgh, PA, June 2005
NAPFA Registered Financial Advisor with National Association of Personal Financial Advisors, September 1998
Member of American Association of Individual Investors, 1995 to present
Bryant Financial Advisory, Inc., Principal and Owner, October 1, 2012 to Present
Greenspring Wealth Management, Wealth Manager, January 1, 2011 through September 30, 2012
Bryant Financial Advisory, Inc., President, Financial Planning Practitioner and Registered Investment Advisor, 4/30/1998 to 12/31/2011
Wealth Management Services, LLC, Associate and Financial Planning Practitioner, 1996 to 1998
Wolpoff & Company, LLC, Financial Planner and Investment Consultant, 1990 to 1996
References Provided Upon Request