Regency Wealth Management

Regency Wealth Management is excited to announce the promotion of Bryan D. Kabot, CFP®, AAMS® to Partner of the firm.  

Bryan joined Regency Wealth Management in 2013. He started in the financial services industry in 2003 with Morgan Stanley in Newport Beach, California, and transitioned to A.G. Edwards (which later became Wells Fargo Advisors) in 2005 in Short Hills, New Jersey. As a Financial Advisor he has worked with a broad range of clients including many multi-generational estates and the Savings Bank of Hafnarfjordur in Iceland. Prior to his financial career, Bryan worked in the legal field with defense litigation and estate planning attorneys.

He earned a B.A. from the University of Michigan in 2001, the AAMS® (Accredited Asset Management Specialist) designation from the College for Financial Planning in 2005, and became a CERTIFIED FINANCIAL PLANNER™ Professional in 2015.  He is also a member of the Greater New Jersey Estate Planning Council.

Bryan serves on various boards and committees including the Eastern Christian Endowment Committee, the Bergen County Chapter of the New Canaan Society, and the Elder Board at Grace Church in Ridgewood.  He has served with local organizations including the University of Michigan Alumni Association, Habitat for Humanity, and Young Life.

In his spare time, he enjoys spending time with wife and three children, and traveling to visit extended family in Michigan, Pennsylvania and North Carolina.  In his spare time, he likes to golf, road bike, run, and play piano.

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