Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Benjamin C. Bryce is a Certified Private Wealth Advisor® professional, and Senior Financial Advisor who joined Merrill Lynch in 2005. He comes to Merrill Lynch from Ottawa, Canada, where he had been a Financial Advisor since 2003.
Benjamin works closely with families to create customized financial strategies to address their current and long-term financial needs and goals.
Drawing on extensive experience and leveraging Merrill Lynch’s global resources, Benjamin is able to offer a broad range of services to assist in and simplify every aspect of clients’ lives.
These services include, but are not limited to Goals Based Wealth Planning, Asset Management, Estate & Trust Planning Services, Credit & Lending through Bank of America, N.A., and Banking Services through Bank of America, N.A.
Benjamin is an Economics major and graduate of Colgate University where he played four years of Division 1 NCAA hockey. After graduating Colgate University, he played one year of professional hockey in Germany before returning to Canada.
Benjamin resides with his wife and three daughters in Bedford, New York, and is an active member of The Colgate Silver Puck Club, The Colgate Club of Westchester County, The Cornell Club of New York, and The Canadian Association of New York.
*Investment Management Consultants Association (IMCA®) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
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We along with your tax professional can help you understand how it might affect your investment strategy
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.
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
As Merrill Lynch financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
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.