Bryce Fitzwilson

(Pronouns: he/him/his)

As a Client Service Associate, Bryce works side-by-side with Wealth Management Associates and Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Bryce is able to provide our clients with worry-free solutions to some of their daily stressors.

Bryce brings a diverse background in research and software consulting to his role as Client Service Associate. He has led and been involved in projects ranging from studying how humans learn to streamlining biopharmaceutical manufacturing processes. Across all experiences, Bryce has thrived in team settings, leveraging his communication and problem-solving skills to transform complex ideas into actionable results. Bryce graduated from Pitzer College with a Bachelor of Arts in Neuroscience. Bryce holds his FINRA Series 65 license.

THE MOST TREASURED THING I OWN

I prioritize my health each and every day; waking up feeling good, consistently, is as valuable as any treasure.

ONE PIECE OF ADVICE

Don’t let go of that idea you had on the drive home or tell yourself that you’ll just remember where you left off today working on a project: write it down. Give yourself the extra effort you’re worth. Letting go of these moments is rejecting an opportunity to act with agency and dedication to your work, your mind, and your influence.

HOBBIES

Hiking / backpacking, classical piano, weightlifting, skiing, football, casual photography, and writing mid poetry in my notes app.