Bryan Sherwood

Bryan leads the Seasons FORMula Process.  He develops and refines planning strategies to help a select group of individuals meet their ever-evolving needs. Bryan is passionate about helping impact lives positively through planning.  

Bryan began his career in the financial services industry in 2008.  He joined the investment firm, The Private Wealth Management Group in 2009 as Client Services Director.  As the firm’s Client Services Director for 6 plus years, Bryan helped clients understand and implement their investment plan. Prior to joining PWM, he worked in the mortgage industry as a post-closing processing manager and then as a tax preparer for a major Midwestern tax firm.  Bryan has a B.A. in Finance from Lindenwood University. 

Bryan has his Series 66 and Series 7 securities registrations. He also has his Missouri Life & Health insurance license.

Personal Information:
Bryan was born and raised in Saint Louis, MO and currently resides in Affton with his beautiful wife Sarah and their one-year-old daughter Josie. Bryan enjoys spending time with friends and family, working out with his F3 fitness group, and being involved at his church, The Crossing at Grant’s Trail.