Bryan Midura

About Bryan Midura

A Charlotte, N.C-based financial advisor with 30 years of experience, Bryan Midura specializes in creating personalized investment plans for individuals and families to help them achieve their financial goals.Bryan listens carefully to a client’s needs, risk tolerance and investment timeline to create a tailored plan — and then pairs it with an asset allocation that best matches the clients’ goals, making adjustments as needed over time.As a fee-based advisor, Bryan has a responsibility to clients, putting their best interests above all else. His credentials include the Series 7, Series 65 and Series 63 registrations. He also holds insurance licenses in numerous states.Let Bryan help you with:• Comprehensive investment planning• Investments (including stocks, bonds, mutual funds, exchange traded funds and annuities)• Asset allocation• Retirement planning• Estate planning strategies• College saving• Insurance (life, disability, long-term care)• Wealth management services• IRAs and 401k planningWells Fargo Advisors is not a legal or tax advisor.This information is intended for use by residents of AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, MA, MD, ME, MI, MO, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WA, and WV 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 InvestedWells 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

Experience

1. Managing Director - Investment Officer

   Wells Fargo Advisors

   Feb 1995 — Present

Education

• Belmont Abbey College

  BA

  1990 — 1994

Skills

• Disability Insurance
• Strategic Planning
• Life Insurance
• Finance
• Customer Service
• Financial Analysis
• New Business Development
• Account Management
• Financial Services
• Retirement Planning
• 401k Rollovers
• Sales Management
• Iras
• Financial Advisory
• Marketing
• Leadership
• Fixed Annuities
• Asset Allocation
• Mutual Funds
• Business Development
• Wealth Management
• Insurance
• Management
• Team Building
• Investments
• Sales
• Marketing Strategy