Bryan Filson

Bryan Filson

Director

Bryan Filson is a Financial Planner and earned his Bachelor’s degree in Finance from Bentley University in Waltham, Massachusetts. He has spent the past 14 years in the financial services industry working with Trust Departments, Private Banking Departments, Certified Financial Planners®, CPA’s and Estate Planning Attorneys. Bryan concentrated his efforts on incorporating banking and securities training to create a composite background geared towards customized Financial Planning. Through a prior firm, Bryan held the FINRA series 6, 63 Licenses. Bryan currently holds the Series 7, 66, Florida Long-Term Care Certification as well as the Life, Health and Variable annuity license. He also has his CRPS® Designation from the College For Financial Planning. He formerly was on the board for the Economic Development Council for the Bonita Springs Chamber of Commerce and was previously a Trustee for the General Pension Fund for the Bonita Springs Fire Control and Rescue District. Bryan is currently a Board Member for The Heights Foundation. Bryan uses his experience and community involvement to create financial plans like fingerprints, customized to each individual situation.

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