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Douglas B

Series 65

Grand Prairie, TX

Simplicity wealth

Douglas Bryan is a financial advisor at Simplicity Wealth with 8 years of industry experience. He holds a Series 65 designation and has worked at firms including USA Financial Securities, LifePro Asset Management, and Ducerus in Grand Prairie, TX. Outside of his advisory role, he owns and directs Insight College & Financial Solutions, where he educates clients on college admissions and financial aid strategies. He also serves on the Board of Directors for the Children First Counseling Center and is a member of the Grand Prairie Metro Rotary. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with a range of overlays and a technology-driven managed account platform for advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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