Audrey Bryerman
Manager, Financial Planning Services
- Oversees and coordinates the development of our comprehensive planning process which focuses on wealth management. In addition to this role, she also serves as client liaison. Through her dual role, she not only supports the firm, but also provides valuable insight, information and assistance to our clients.
- General Securities Representative, currently maintaining a FINRA Series 7 license, and has over 25 years of experience in the investment field.
- Bachelor of Arts from the State University of New York College at New Paltz.
