Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Bryce started his career as a financial advisor at Merrill Lynch in 2011. Using the combined resources of Merrill Lynch and Bank of America, he is able to provide a wide array of investment services. These services include wealth management, college savings plans, retirement planning, life insurance, home and business financing, portfolio construction, and helping clients focus on trust and estate planning issues. By understanding the client’s fears and dreams, Bryce puts together customized investment plans that strive to achieve the client’s goals.
As a Merrill Lynch client, you will have access to the resources of one of the world’s largest financial services organizations. Most importantly, whenever your needs are discussed, Bryce will be listening and understanding so that he can work towards accomplishing your goals. As your Senior Financial Advisor, Bryce's focus is on the things he can control. By taking a disciplined approach, he will help you establish objectives, set strategies, and implement recommendations. Bryce concentrates his efforts on developing long-term relationships through a commitment to quality client service.
Bryce earned his bachelor’s degree in Psychology from the University of Arizona in 1997. Bryce holds FINRA Series 7 and 66 Registrations and Insurance license.
Being the second oldest of eight children, Bryce learned responsibility at a very young age. He also learned the value of dedication while he earned the Eagle Scout rank, the highest rank attainable by the Boy Scouts of America. While at the University of Arizona, Bryce was an active member of the Men's Club Soccer team and Beta Theta Pi Fraternity.
|Bryce spent his teenage and college years in Tucson, AZ. A California native, he moved back to Newport Beach, CA in 2000 and met his wife Lara. Now, they have two boys and reside in Corona del Mar, CA. He enjoys CrossFit, coaching AYSO soccer, and the beach. Bryce is an active Board Member for both the Harbor View Dads and the Corona del Mar Residents Association.
University of Arizona
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Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.