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, reffing AYSO soccer, coaching Harbor View boy's Pilot Cup 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
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, 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 Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer, NMLS #1020169
Wealth Management Lending Officer, NMLS #485057
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
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 you stay on track to 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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.