The Bryan Zaks Team - Alex Brown-Raymond James
Why pick this one
The Bryan Zaks Team provides customized investment and fiduciary services for institutions, families, foundations, endowments, and corporate clients in Winston-Salem.
Best for
- institutional investment consulting
- foundations and endowments seeking portfolio strategy
- families and individuals seeking wealth management
- family offices planning for current and future generations
- corporate and healthcare organization investment portfolios
- clients prioritizing capital preservation and risk management
Look elsewhere if
- customers seeking transactional banking services
- customers seeking services unrelated to investment management or wealth advisory
Specialties
- institutional investment consulting
- wealth management
- portfolio management
- fiduciary services
- family office planning
Certifications
- Raymond James & Associates, Inc., member of the New York Stock Exchange and SIPC
- Series 7, 63 and 65 securities registrations held by Francis Lee Bryan III
- Series 7 and 66 securities registrations held by Jason Zaks
- Accredited Investment Fiduciary (AIF) designation held by Jason Zaks
- Certified Financial Planner (CFP) designation held by Reid W. Palmer
- Securities Industry Institute certification held by Francis Lee Bryan III
What makes them different
- Named to Barron's 2022 Top 100 Institutional Consulting Teams in the nation
- Francis Lee Bryan III has over 40 years of investment industry experience
- Provides customized investment solutions for individuals, families, foundations, endowments, healthcare organizations and corporate clients
- Team includes three senior institutional consultants, an investment portfolio associate and multiple client service specialists
- Office located at 100 N Main St, Suite 2400, Winston-Salem, North Carolina
- Serves
- Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 100 N Main St Ste 2400, Winston-Salem, NC 27101
- Phone
- 3367246921
- Website
- https://www.alexbrown.com/bryanzaksteam
- Reid.Palmer@AlexBrown.com
Services
- investment advisory services
- investment management
- customized portfolio construction
- risk management
- capital preservation strategies
- institutional asset management