Bryan Hamlin
With 28 years of experience in the financial services industry and the Chartered Financial Consultant® (ChFC®) designation, Bryan combines extensive industry knowledge with a personalized approach to wealth management.
Bryan believes that successful financial planning begins with understanding what matters most to each client. He takes the time to listen, learn about each client's goals and priorities, and develop customized strategies designed to help build, preserve, and transfer wealth. Through planning, disciplined execution, and ongoing guidance, he helps clients navigate financial complexity with confidence.
Bryan focuses on working with executives, retirees, and business owners, helping them address the unique opportunities and challenges that accompany career transitions, retirement planning, business succession, and multigenerational wealth strategies. He is passionate about building lasting relationships based on trust, open communication, and exceptional service.
Outside of his practice, Bryan enjoys traveling and has visited 18 countries, experiences that have broadened his perspective and appreciation for different cultures and ways of life. He is an avid golfer, committed to maintaining an active lifestyle through regular fitness training, and a Corvette enthusiast and member of the Space City Corvette Club.
From client service to digital innovation, Merrill consistently earned national and global recognition as a leader in the financial services industry.
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.