Bryan Piccirillo, Financial Advisor

FINANCIAL ADVISOR
Bryan L Piccirillo

CFP®, CEPA®, AAMS™
3020 S Miami Blvd Suite 203, Durham, NC 27703opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • New Investors

About Bryan

Growing up in a small, blue-collar community, I understood that my parents worked hard for everything we had. I also saw the impact my mother had as a nurse and caregiver. I knew I wanted to follow in their footsteps, working hard to change people’s lives for the better. I started as a pharmacist, but quickly realized I was doing what was best for my employers, not my patients. It took nearly a year of soul searching, but I realized that I needed a career that would allow me to pursue my own vision of how to truly help and...

Work History

  • Edward JonesJanuary 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Ohio Northern UniversityDoctorate
  • Franklin UniversityMaster of Business Admin

Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Cooking
  • Health & Nutrition
  • Animal Rescue

Team Members

  • Dianne Ladd
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

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