Brian Wynne, CFP
Partner

Brian works with a limited number of families and business owners. His services include advice related to investment management, tax strategies, insurance planning, retirement planning and estate planning.

He utilizes a consultative team approach to identify client specific wealth management issues.

 

Brian has over 15 years of experience in the financial services industry. Brian began his career as a banker in Baton Rouge then spent time as a financial analyst in New Orleans. He was most recently a Vice President with J.P. Morgan’s Private Bank for seven years prior to the founding of Gulf Point Advisors. ​Brian earned a degree in Finance from Louisiana State University, a Master of Finance from Tulane University and is a CERTIFIED FINANCIAL PLANNER™ professional. He holds the Series 7 and 63 licenses through LPL Financial, his Series 65 license through Goss Advisors and has a LA state insurance license.

 

He and his wife Lori reside in Old Metairie with their son Parker. When he is not spending free time with family, Brian enjoys time outdoors hunting, fishing and sailing competitively.

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SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. GWM ADVISORS and GULF POINT ADVISORS are separate entities from LPL Financial.

 

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, LA, KS, ME, MS, TN and TX.

GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

* As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.

** LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial