Bryan E. Beatty began his career at Wells Fargo Advisors at the corporate headquarters in Saint Louis, MO. He attributes this set of experiences as the foundation for his careful approach to investment planning and wealth management as a Financial Advisor. Currently, he is pursuing a Juris Doctor degree at Stetson College of Law, in Tampa Bay, FL. Dedicated to his practice, he completed the rigorous educational, experience, examination, and ethical requirements to become a CERTIFIED FINANCIAL PLANNER Professional by the CFP Board of Standards, INC. Bryan has also earned the Charted Retirement Planning Counselor CRPC certification by meeting demanding professional standards and passing a comprehensive examination. The CFP and CRPC certification requires on going continued education requirements. He attained a Six Sigma Green Belt certification by the American Society for Quality. Leveraging the firms vast resources, Bryan & his team help develop and implement an approach designed for building wealth and stability through goal based planning and sophisticated investment strategies. His mission is to provide objective and timely financial guidance with the highest level of professional service in creating and preserving wealth for his clients. The scope of my professional services include: Investment advice Cash flow planning Retirement strategies Access to trust services* Business valuations Educational saving Portfolio analysis Asset allocation Estate planning strategies Tax efficient planning Please feel free to correspond via email at bryan.e.beatty@wellsfargoadvisors.com or by my office phone (727-809-6610) Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. This information is intended only for use by residents of AZ, CA, CO, DE, FL, IL, IN, KS, MA, MD, MI, MN, NC, NE, NV, NY, OH, SC, TN, TX, VA, and WI only. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social 