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Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia

Bryan McGrath

BNY Mellon Wealth Management

Philadelphia, Pennsylvania
About
Company name
BNY Mellon Wealth Management
Business title
Senior Director
Contact
How to contact
By office # 215-553-4881
Professional Profile

Call Me When

A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.

Professions

Banker

Functional Expertise

Business development
Investments
Mergers
Retirement
Sell side/Divestiture
Trusts
Exit/Transition Planning

Business Focus

Mergers and Acquisitions

Professional Certification

Series 7, Series 66, Certified Wealth Strategist (CWS)

Client Industries

Business Services
Financial Services
Chapter information

Membership

Philadelphia Individual

Member since

Member for 6 years

Chapter Leadership Role

Director
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