Bryan Fiore

About Bryan Fiore

What I Do: At Financial Services firms, I have helped our teams enhance business processes and services, ensuring they are in line with our client relationships and our strategic goals. My role as Chief Operating Officer involves leading this charge with an emphasis on operational efficiency, learning, teaching and innovation, underpinned by my Financial Planning and Financial Services background. My role as CCO has me evaluating and implementing compliance efficient and effective processes and services. Where I Do It: Located in Fort Myers, Florida, I contribute to the success of business. More About Me: Armed with a Physics degree from FSU, my professional journey is marked by a robust background in Investor Education, encompassing Financial Planning, Investment Strategy, Use of Options, and Portfolio Management. Having served as a Branch Manager, Financial Planner, Chief Operating Officer, and Chief Compliance Office, I\'ve assimilated the wisdom of Buffet and Munger, guiding my principles: Client’s needs first, always. Be Creative, Trustworthy, Energized, and Intelligent. Champion Conscious Capitalism for a win-win among all stakeholders. Exercise your body, mind, and soul every day. Strive for a victory in client experience. Commit to community service. Be Respectful. Be Engaged. Do Interesting Things. Beyond my professional pursuits, I am an avid soccer enthusiast, with a keen focus on teams like Arsenal, Orlando City, and Inter Miami (most of the time!). I actively participate in playing and coaching competitive youth soccer, relish competitive golf, a good walk not spoiled, maintain fitness, attend FGCU soccer and basketball games, and passionately follow FSU athletics. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Uhler Vertich White Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Experience

1. Chief Operating Officer CCO Financial Planner

   Uhler Vertich White Advisors, Llc

   Oct 2021 — Present · Fort Myers, FL, US

   Branch Manager, RJFS

Education

• Florida State University

  BA, physics

  1991 — 1995

Skills

• Equities
• Social Media
• Investments
• Microsoft Excel
• Asset Management
• Asset Allocation
• Series 7
• Series 63
• Microsoft Office
• Retirement Planning
• Financial Markets
• Bonds
• Customer Relations
• Banking
• Strategic Financial Planning
• Business Strategy
• Customer Service
• Mutual Funds
• Investment Strategies
• Financial Analysis
• Management
• Financial Planning
• Social Networking
• Leadership
• Business Planning
• Process Improvement
• Portfolio Management
• Wealth Management
• Securities
• Options
• Coaching
• Financial Services