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Alicia L. Bryan, CFAVice President, Financial Advisor

  • 400 North Tampa Street
    Suite 1800
    Tampa, FL 33602
  • 813.218.5007
  • LinkedIn

Alicia joined CapTrust Advisors in Tampa in 2003. She became part of CAPTRUST in 2017 when CapTrust Advisors merged with CAPTRUST. Alicia is currently a vice president and financial advisor responsible for providing investment advisory services to fiduciaries of retirement plans, foundations, and endowments, as well as comprehensive wealth management services to high-net-worth individuals and families. Previously, Alicia was a vice president at Premier Investment Management, Inc., and has worked in the industry since 1986.

EDUCATION

  • Bachelor of Business Administration degree in business with a concentration in accounting from Valdosta State University
  • Master of Business Administration degree in business from the Florida Institute of Technology

INDUSTRY DESIGNATIONS

  • Chartered Financial Analyst® (CFA)

INDUSTRY INVOLVEMENT

  • Quality and Safety for St. Anthony's Hospital, St. Petersburg, FL
  • International Relations Committee for the City of St. Petersburg

MEMBERSHIPS

  • Heart Gallery of Pinellas & Pasco

Personal Profile

Hometown:
St. Petersburg, FL
Favorite Book or Movie:
The Missing Piece | Out Of Africa
Ideal Dinner Guest:
Father, mother, and Stephen Hawking
Words to Live By:
Actions speak louder than words
Qualities I Admire in People:
Honesty, integrity, and passion