Financial Advisors
Durham, NC
Bryan L Piccirillo is a CFP®-certified financial advisor at Edward Jones in Durham, NC, specializing in retirement income strategies, wealth management, estate planning, and business exit planning for entrepreneurs. With credentials including CFP®, CEPA® (Certified Exit Planning Advisor), and AAMS® (Accredited Asset Management Specialist), Bryan works with business owners, new investors, and individuals seeking comprehensive financial strategies including charitable giving guidance. Edward Jones provides personalized investment management, retirement planning, and wealth preservation services with a focus on long-term relationships and life-stage planning.
Ideal for: Entrepreneurs and business owners, high-net-worth individuals, pre-retirees and retirees, new investors seeking guidance
Service area: Durham and surrounding Piedmont region of North Carolina
Triple-Certified Advisor: Bryan holds CFP®, CEPA® (exit planning specialist), and AAMS® credentials, providing specialized expertise for entrepreneurs, business owners, and complex wealth situations.
Focused Specializations: Offers targeted strategies for retirement income, estate & legacy planning, charitable giving, and business exit planning — not just generic investment advice.
Full-Service Edward Jones Platform: Access to Edward Jones's comprehensive suite of investment management, insurance, and financial planning services with local, personalized service.
Address: 3020 S Miami Blvd Suite 203, Durham, NC 27703
Phone: (919) 968-2176
Website: edwardjones.com
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