Bryan Decker, CFP® specializes in helping clients keep the promises they have made to their heirs by customizing financial plans according to their goals and dreams. His areas of specialization include, but are not limited to customize portfolio design, retirement income solutions, long term care, and disability protection using tax advantaged strategies. Bryan joined Jones & Roth after three years with 1st Global where he assisted financial advisors in building customized portfolios to meet their client’s goals. Prior to 1st Global, he worked for Wells Fargo and Edward Jones.
EducationBryan Decker is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds Series 7 and 66 licenses as well as his insurance license. Bryan graduated from the University of North Texas with a Bachelors of Business Administration focusing on Finance. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Bryan is a past member of Rotary in Texas and a volunteer coach for his son’s baseball team. When not spending time with his family, Bryan enjoys playing golf and watching football.
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Advisory services offered through 1st Global Advisors, Inc. Jones & Roth has representatives licensed in Arizona, California, Florida, Georgia, Hawaii, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, Utah, Washington, and Wyoming. This is not an offer to sell securities in any other state or jurisdiction. Insurance services offered through 1st Global Insurance Services, Inc.