Kingsview Partners Highlights Partner | Wealth Manager Tommy Bryant, CEPA®, AAMS®
Advisor Serving Clients from Roanoke, Virginia
Kingsview Partners is proud to welcome Tommy Bryant, CEPA®, AAMS®, to the firm.
Tommy operates his practice from Roanoke, Virginia, where he serves clients throughout the region and beyond. Originally from Lynchburg, Virginia, Tommy has called Roanoke home for the past 10 years and brings 11 years of financial industry experience to his work with individuals, families, and business owners.
Before becoming a financial advisor, Tommy owned a business and worked as a music teacher, experiences that helped shape his practical, relationship-driven approach to helping clients pursue their personal and financial goals. He earned his bachelor’s degree through the University of Mary Washington in Fredericksburg, Virginia, and Maharishi International University in Fairfield, Iowa, and completed graduate coursework for CFP® studies in Charlottesville, Virginia.
For Tommy, financial planning begins with understanding what matters most to each client. He takes time to learn about their priorities, concerns, and full financial picture so he can help them build a plan that feels aligned with their life.
“I enjoy getting deep into a client’s financial world so we can build a plan around what they truly care about,” said Tommy Bryant. “The goal is to help them make decisions with clarity, stay aligned with their plan, and feel prepared for whatever life brings.”
Tommy has helped hundreds of clients over the past decade prepare for retirement and move through important financial transitions. His work includes a particular focus on business owners, including exit and succession planning for those whose business may be their primary asset.
As a Certified Exit Planning Advisor (CEPA®), Tommy helps business owners think through the financial, personal, and strategic considerations that come with preparing for the next chapter. His approach centers on helping clients understand their options, protect what they have built, and make decisions that support both their business and personal goals.
“We are thrilled to welcome Tommy aboard Kingsview,” said Sean McGillivray, Chief Operating Officer & President of Asset Management at Kingsview Partners. “His path to this profession gives him a perspective clients can feel, and his experience as a business owner brings a practical understanding of the decisions families and entrepreneurs face when planning for the future.”
Outside of work, Tommy enjoys woodworking, playing music, live shows, comedy, and spending time with his wife, Kailey, along with their dog, Buffy, and cat, Tails. Those creative outlets reflect much of what Tommy brings to his work: patience, attention to detail, and an appreciation for building something meaningful over time.
Tommy Bryant serves clients from Kingsview’s Roanoke-area office and can be reached directly by calling (540) 541-8441 or through the Kingsview website.
