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

Bryan T McGrath

Senior Wealth Director

BNY Mellon Wealth Management

Philadelphia, Pennsylvania

Professional Profile

Call Me When

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.

Contact Method

By office # 215-553-4884

Profession

  • Banker

    • Professional Certifications

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

    Functional Expertise

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

    • Business Focus

    Mergers and Acquisitions

    Transition Planning Certification

    Client Industries

  • Business Services
  • Financial Services

    • Client Results

    Membership

    Philadelphia Sponsor

    Member Since

    Sponsorship Type

    Gold

    Chapter Leadership Role

    Why I'm a Member of XPX

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