Bryan Meyers | Senior Wealth Advisor, ACM Wealth
Bryan Meyers has spent 26 years in private wealth, most of it managing complex relationships for high-net-worth families and business owners.
His career began in 2000 with a foundation in tax and accounting at PricewaterhouseCoopers, then moved into private banking at Bank of America. In 2006 he took a leadership role in the firm's Southeast Division, covering the region from Miami to Baltimore, during the period the business operated as U.S. Trust before returning to the Bank of America private bank brand. In 2009 he shifted fully into direct relationship management.
For the next twelve years he served as the quarterback of complex client relationships, structuring custom and securities-based lending, managing liquidity around concentrated positions and business events, and coordinating a client's full team of specialists, CPA, estate attorney, and investment professionals, under a single plan. In that role, he grew a structured and custom credit segment from $200 million to $8.5 billion. That full-balance-sheet perspective is the foundation of how he works with clients today.
He added formal securities registration in 2021, when a new role at Bank of America's private bank in Winter Park required it, completing the SIE, Series 7, and Series 66, with registration becoming effective in early 2022. He remained in that role through June 2023, then moved to UBS, where he held dual registration, before a brief transition at Sax Wealth and joining ACM Wealth in early 2025 as Senior Wealth Advisor. All Bank of America securities registrations route through one legal entity, Merrill Lynch, Pierce, Fenner and Smith, which is why that name appears on his historical record.
Today, Bryan works with business owners and executives on tax-aware planning around liquidity events and complex balance sheets.
His regulatory record is clean. Zero disclosures, zero complaints, zero disciplinary actions, verifiable directly on FINRA BrokerCheck and the SEC's IAPD database.
Career Timeline
Regulatory Record
Zero disclosures, complaints, or disciplinary actions. Historical registrations list Merrill Lynch, Pierce, Fenner and Smith as the entity of record for Bank of America securities activity.
Verify directly: FINRA BrokerCheck · SEC Investment Adviser Public Disclosure (IAPD)