Financial Planner
CEO, Shareholder
CEO, Shareholder
How we work with
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ABOUT BCR WEALTH STRATEGIES
BCR Wealth Strategies is a Registered Investment Advisor (RIA) located in Alabama and New Jersey while serving clients through the United States. We earn the trust of our clients through our passionate quest to deliver decisively better outcomes through our financial planning and investment services. The Plan to SucceedSM is our innovative process for designing financial solutions through creating a framework for smart financial decision-making and helping each of our clients achieve financial peace-of-mind.
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Personalized.
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MAKING FINANCIAL SUCCESS EASIER FOR YOU
Team
Integrator
President, Shareholder
President, Shareholder
Investment Analyst
Vice President
Vice President
Office Manager
Financial Analyst
Financial Planner
Vice President, Shareholder
Vice President, Shareholder
Operations Specialist
Financial Planner
Vice President
Vice President
Financial Analyst
Financial Planner
Operations Intern
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Affiliations
Custodians
Asset Managers
Organizations
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, BCR Wealth Strategies, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.