Bryan Wiltfong joined CCR as a Client Services Specialist in 2024. At CCR, Bryan works with the Client service team and financial advisers to help with the day-to-day client services for individual investment accounts. He works with our back-office team to establish new accounts, coordinate account transfers, and initiate transactions.

Before joining CCR Wealth, Bryan worked with a Missouri-based wealth management firm for 7 years where he supported clients through multiple service and support areas. Bryan earned his Bachelor of Science degree in Sociology with a Minor in Criminal Justice from Manchester University (IN). Bryan holds both Series 7 and 66 securities registrations. He plans on pursuing additional certifications in the upcoming years.

When he isn’t working with clients at CCR, Bryan enjoys traveling with his wife, Victoria, going to Mizzou sporting events, and listening to live music. Bryan is a proud supporter of local non-profits including Mareck Center for Dance, Columbia Art League, and Access Arts.

Registered Administrative Assistant through Cetera Advisors LLC, member FINRA,SIPC.