Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
With profound interest in the families they serve, Bryan, and his team, believe the lessons they learn from clients are as meaningful as the wealth management strategies they craft on their behalf. Bryan caters to an impressive clientele throughout Colorado and across the country – senior oil and gas executives, executives of public and private companies, successful business owners and successive generations of their families.
“Clients are smart and in learning mode,” Bryan points out. “They welcome the opportunity to communicate honesty, intelligently and frequently. We strive to develop relationships with our clients that go beyond investment discussions. As such, conversations take on specific meaning and direction to fit what matters most. By providing investment acumen and genuine attention, we’ve come to serve a loyal circle of clients who expect more from a financial advisory practice – in the way of strategy and service.”
In all market conditions, we want clients’ portfolios to move in the right direction. That's why, as unbiased, opportunistic investors, we use alternative investments and strategies to create a plan that doesn't rely on day to day market movement. On the flip side of clients’ balance sheets, we provide streamlined access to Bank of America, N.A. for residential, securities-based and commercial lending (NMLS# 1294650). We also coordinate with clients’ attorneys and CPAs at “tax time” and throughout the year, to align tax minimization and estate planning strategies.
“Clients’ heartfelt goals tend not have dollar signs in front of them. They’re about people and purpose,” Bryan says. “Holding a position of leadership at the firm allows us to stay sharp in understanding how to present the full capabilities of our firm to fit the unique needs of our clients saving them time and money. We strive to eliminate walls often placed between the investment process and other aspects of wealth resulting in the acceleration of our clients’ pursuit of lifestyle and legacy.”
University of Wisconsin
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.
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.