Bryan Edwards

Bryan Edwards

Bryan Edwards
Trust Services Advisor

1213 W Morehead Street
Charlotte, NC28208
Phone: 704.652.7810
Fax: 855.325.5421

Bryan has worked since 1995 to provide institutional investment and retirement plan consulting services to plan sponsor fiduciaries and participants of workplace retirement plans.

Bryan specializes in working with larger, more complex plans and serving in a fiduciary capacity. He has extensive knowledge and understanding of ERISA (IRS section that governs qualified retirement plans), plan design, investments, fiduciary issues and financial wellness. He holds the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies, which signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. He earned the FINRA series 7, 6, 63, 65 and 24 securities licenses and is a North Carolina life insurance licensee.

Additionally, he has achieved the Chartered Retirement Planning Counselor (CRPC) designation from the College of Financial Planning. Individuals who hold the CRPC® designation have completed a course of study encompassing pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.

In addition to consulting with plan fiduciaries on investments and other plan matters, Bryan also educates participants about their plan, investment choices and "gap to goal." He routinely conducts seminars and workshops for plan participants to cover a variety of financial topics, and he engages other financial professionals throughout the industry to help participants and business owners with their specialized needs.

Back to List