Bryan

Keorlet

CFA®

picture of a planner

Here to act in your best interests

About me

I've been in the financial services industry since 2006 and use my varied experience to help clients achieve financial security and reach their goals. It is an honor and privilege to help them through this journey and I focus on maintaining a personalized and client-centric approach. Outside of work, I enjoy spending time with my wife, Gina and dog, Niko and am an avid golfer and runner.

Certifications

Chartered Financial Analyst®

Education

Bachelor of Science, Business Administration - College of New Jersey

Visit one of our Locations

Columbia

1301 Gervais Street

Suite 405

Columbia, SC 29201

Columbia – Charleston (Appt Only)

170 Meeting Street

Suite 110

Charleston, SC 29401

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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