With more than 30 years of industry experience, pragmatism and expertise are the cornerstones of Briant’s approach to wealth management. When developing investment plans with his junior partner, Adam Jones, their methodology marries client data with behavioral analysis. Briant says, “By giving careful consideration to clients’ financial goals, risk tolerances, and personal motivations, we are able to best identify investment strategies that are designed to meet their objectives.” Being fully engaged with a client allows us to deliver bespoke recommendations as well as make clients comfortable that we am truly operating in clients’ best interests.
Briant joined Stephens Private Client Group as a Vice President in 2004 and, since 2008, has been a member of the Stephens Leadership Circle, an award that is given to consultants for excellence in wealth management. Prior to Stephens, Briant was an advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc.
He graduated from Centenary College of Louisiana with a Bachelor of Arts in Economics and a minor in History. Briant has also completed Stephens’ advanced wealth management program, Stephens University, at Wake Forest University.
He is also a Certified Financial PlannerTM (CFP®). The certification from the CFP board includes insurance planning and risk management, employee benefits planning, investment planning, retirement planning, and estate planning.
Briant and his wife, Ellis, have three children, Conner, Jack, and Arden Clare.