Bryan David Perry

Financial Advisor
13510 Ballantyne Corporate Pl
Charlotte NC 28277
(704) 341.5105
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I believe wealth is about more than numbers. It’s about the people you care about, the life you want to live, and the legacy you want to leave behind.
Profile

I am a Financial Advisor with the Biedrycki Sullivan Vaughan Group at Merrill Lynch Wealth Management, where I work with individuals and families to navigate the many pieces of their financial lives. My practice has a particular emphasis on retirement and estate planning services for high-net-worth families, helping clients think beyond their investments and consider the bigger picture, including how their wealth can support their family, their goals, and ultimately the legacy they want to leave behind.
I’ve always believed that financial advice is ultimately about people. I’ve been a people person for as long as I can remember, and the relationships I build are what drew me to wealth management in the first place. I find it incredibly rewarding to get to know clients personally as well as professionally and help them make thoughtful decisions that support the lives they want to lead. I believe the best advice starts with understanding what matters most to someone and building a relationship that extends well beyond the numbers.
I was born and raised in Michigan and am still very proud to call myself a Michigander. Much of my family remains there, so Michigan will always be home. I later attended Coastal Carolina University, where I earned my Bachelor of Science in Business Administration in Finance with a concentration in Wealth Management.
Outside of work, golf is easily my biggest passion, and I’ll take just about any excuse to get out on the course. I also enjoy cooking, movies, puzzles, and guitar. Whether professionally or personally, I’ve always valued connecting with people, learning their stories, and building relationships that last.

About Merrill
Earning our reputation for excellence

From client service to digital innovation, Merrill consistently earned national and global recognition as a leader in the financial services industry.

Merrill recognition

2025 WEALTHBRIEFING

WealthTech Americas Awards

Best Client Communication Solution or Tool1

2025 DIGITAL BANKER

Digital CX Awards

Best Technology Implementation for Digital CX2

2025 GLOBAL PRIVATE BANKER

Wealth Tech Awards – Digital Wealth

Best CRM Initiative

Best WealthTech Solution by a Bank

Outstanding Wealth Management Technology Implementation – Back Office3

2024 MONEY MANAGEMENT INSTITUTE/BARRON'S

Industry Award

Digital Presence: A Robust Ecosystem for Client Acquisition4

1. WealthBriefing WealthTech Americas Awards, February 2025. The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.

2. The Digital Banker Digital CX Awards, April 2025. Nominees are selected on the qualitative and quantitative depth of their nominations. The Digital Banker research team will shortlist four institutions or individuals per category, which will then be put to our impartial panel of expert judges who will undertake a rigorous audit type process to carefully select the winners.

3. Bank of America employs Ipsos, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted June 1, 2024 – May 31, 2025, with a total sample of 40,742 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $100,000 in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages may be different). When asked how satisfied the client was with their primary financial advisor, 95% rated them a 9 or 10; 4% a 6–8; and 1% a 1–5.

4. Money Management Institute (MMI) / Barron's Industry Awards, October 17, 2024. Winners were selected by a specially appointed MMI Industry Awards Steering Council. The Steering Council consists of representatives from all segments of the MMI membership. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. The primary contacts at each of MMI's member firms were eligible to vote to determine the winners.

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