Senior Wealth Advisor

J Bryan Washburn, CFP®, CLU®

435-628-5600
bwashburn.lpl@macu.com
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Meet the Investment Team

J Bryan Washburn, CFP®, CLU®

Senior Wealth Advisor


Bryan Washburn is a wealth advisor serving the St. George area and has been with Mountain America Investment Services since 2016.

With more than 30 years of industry experience, Bryan has served as a managing partner at several financial firms and has mentored and trained hundreds of advisors. Bryan has also worked with hundreds of clients. This extensive background allows him to explain complex investment strategies in a clear, practical and easily understood manner. Bryan provides a systematic approach to guiding clients through both the accumulation and distribution phases of financial planning.

Bryan attended the University of Utah and earned a Bachelor of Business Administration from the University of Phoenix. Bryan is a CERTIFIED FINANCIAL PLANNER™, offering clients confidence in his advanced knowledge and his commitment to placing client needs first. Bryan also holds the Chartered Life Underwriter designation from the American College.

Living in St. George fulfills a long-held dream for Bryan and his wife, Tracey. Outside of work, Bryan enjoys mountain biking, golfing and spending time with family. Bryan and Tracey have three children and five grandchildren.



Branches served

St. George: River Road

CONDUCT BACKGROUND CHECK
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain America Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government AgencyNot Credit Union Guaranteed
Not Credit Union Deposits or ObligationsMay Lose Value

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Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
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