Bryan D’Alessandro

SVP Wealth Advisor

Areas of expertise

Goal Alignment
Asset and Investment Allocation
Equity Compensation
Retirement Planning
Estate Planning

Qualifications and experience

  • B.S. in Finance, St. John’s University
  • Certified Financial Planner (CFP)
  • CFA Charterholder

Media

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Words to live by

The desire for gold is not for gold. It is for the means of benefit and freedom.
Ralph Waldo Emerson

Client Experience Professionals

Team Members

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About

Bryan lives in New York City with his wife Erica and two children, Christian, 3 and Rosalie, 1. Bryan has over 17 years of experience in financial planning working with clients from all different financial backgrounds.

Bryan shares the belief that financial planning is the key to financial freedom and that your goals should dictate your life, not your finances. He prides himself in being a fiduciary to his clients where he is able to be their partner in all of their financial choices. He relates his own personal experiences to that of his clients and does for them what he would do for himself. As someone who has a young family and newly retired parents and family members, he can empathize with his clients and truly understand their needs.

When Bryan has downtime (although limited with toddlers), he is active in his church and volunteer efforts. He also enjoys the outdoors and you can find him going for a run or on a family walk. He is also an avid musician and plays the drums.