Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Bryce started his career as a financial advisor at Merrill Lynch Wealth Management in 2011. Using the combined resources of Merrill Lynch Wealth Management and the banking convenience of 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 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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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