Bryon Bennett

Senior Partner

Role
Partner Crescent Louisiana at Crescent Wealth Advisory
Location
Baton Rouge, LA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Bryon Bennett

I joined Crescent Wealth Management as a partner and managing partner of Crescent…

Experience

  1. Partner Crescent Louisiana

    Crescent Wealth Advisory

    Mar 2023 — Present · Baton Rouge, LA, US

    I joined Crescent Wealth Management as a partner and managing partner of Crescent Louisiana. For over two decades, I have worked with affluent individuals on legacy planning for their families, strategizing for their business needs, and finding ways to manage their personal and professional risk. This work has spanned the worlds of investments, life insurance and financial planning.

Skills

  • Investment Management
  • Retirement Planning
  • Insurance
  • Financial Planning
  • Retirement
  • Strategic Financial Planning
  • Health Insurance
  • Alm
  • Management
  • Charities
  • Finance
  • Mergers
  • Estate Planning
  • Financial Services
  • Investments
  • Risk Management
  • Succession Planning
  • 401k
  • Corporate Finance
  • Mergers
  • Wealth
  • Employee Benefits

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Bryon Bennett — Partner Crescent Louisiana at Crescent Wealth Advisory in Baton Rouge, LA, US | Unifers