Bryan Lieungh is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Colorado Springs, CO. With 19 years of experience at Merrill, Bryan has held several national executive roles prior to establishing a practice in Colorado where he and his family have settled for over a decade. He provides financial advisory services to clients both locally and nationwide.
Bryan specializes in delivering personalized financial strategies tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and costs. His areas of expertise include college education planning, corporate executive services, executive compensation, family wealth management, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and tax minimization. He holds the Certified Exit Planning Advisor (CEPA®) designation, enabling him to assist business owners with strategies to enhance business value and transition planning. Additionally, he holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations.
Bryan earned his bachelor's degree from the University of Wisconsin. He is bilingual in Spanish and English and participates in professional organizations including the Blackstone Entrepreneurs Network and Castle Pines Chamber of Commerce. Outside of his professional life, Bryan enjoys baseball, basketball, football, and spending time with his family.