Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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
Learn about the MyMerrill Mobile App.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.