Bryan Gerber

Senior Financial Advisor, Owner

480-573-9154

Experience

Bryan assists each client to  create a personalized plan that suggests ways to reduce tax exposure, incorporate goals, cover anticipated future needs and preserve and grow wealth. Once investment strategies are in place, Bryan continues to talk with his clients about evolving priorities to keep their portfolios up to date. This partnership is the cornerstone of his practice. His clients know that he understands their goals while looking out for their financial future.

Bryan began his investment career in 2001 through a college internship with A.G. Edwards & Sons. After graduation, he continued his career at A.G. Edwards, which later merged with Wachovia and eventually Wells Fargo Advisors. Bryan and Scott Ahrens started their own practice, A.G. Investment Management, in 2020. Bryan was recognized in 2019 as a Forbes Top Next Generation Wealth Advisor.* He was also named to the Wells Fargo Advisors Financial Network Platinum Council** in 2018 and 2019.

Education

Bryan is a graduate of Arizona State University with two Bachelor of Science degrees, in Economics and Finance.

Other Interests

Bryan married his high school sweetheart, Stephanie, in 2006. They have two sons that are involved in competitive swimming and club soccer, which takes the family all over the four corners region. Bryan is an avid golfer and enjoys entertaining family and friends at his home in Mesa, Arizona.

Bryan Gerber, CA Insurance License Number 0H42710, Resident and Domicile State, AZ
* 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 – 3/31/19.(Source: Forbes.com) The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
FINRA’s BrokerCheck - Obtain more information about our firm and its financial professionals
©2024 Millennium Private Wealth. All rights reserved.

This information is intended for use only by residents of (AK, AZ, CA, DE, FL, GA, IL, IN, KY, MA, MD, MO, NC, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.