Meet the Investment Team J Bryan Washburn, CFP®, CLU®
Senior Wealth Advisor
Bryan Washburn is a wealth advisor serving the St. George area. He has been with Mountain America Investment Services since 2016.
Bryan has more than 30 years of experience in the industry, has been a managing partner at several financial firms and has mentored and trained hundreds of advisors. He also has worked with hundreds of clients. His expansive experience allows him to take complex investment strategies and explain them in a way that is easily understood by others. He provides a systematic approach to help his clients through both the accumulation and distribution phases of financial planning.
He attended the University of Utah and earned a Bachelor of Business Administration degree from the University of Phoenix. He is a CERTIFIED FINANCIAL PLANNER™, which gives his clients peace of mind in knowing he has advanced experience and a higher standard in placing clients’ needs first. He also holds the Chartered Life Underwriter designation from the American College.
Living in St. George fulfills a dream Bryan and his wife, Tracey, have had for many years. He is an avid road and mountain biker, and he and Tracey have three children and two granddaughters.
Branches served
St. George: River RoadCONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
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