What to Expect From Timothy Bryson A Relationship Centered on You From our first meeting and every day after, you will gain an ally who is focused on helping you reach your financial goals, balance your priorities and confidently know you’re on the right track.

Timothy Bryson

Managing Director, Senior Financial Advisor

303 W Wall St

Midland TX 79701

(432) 685.4438

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Profile

Timothy R. BrysonTimothy (Tim) is a Senior Financial Advisor. Tim has been in the Financial Services industry since 1986 with an excess of 40 + years as a Financial Advisor at Merrill Lynch Wealth Management. Tim is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Tim follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns and priorities. Tim is passionate about delivering excellent service. Clients come first at Merrill. It's part of our tradition. It's important to us to really get to know you and what matters most to you. That's because once we understand your priorities, we focus on helping you pursue the financial goals you've set for yourself and your family. You can expect thoughtful advice and guidance, with access to the investment insights of Merrill and the banking convenience of Bank of America. It's not about industry benchmarks- it's about you and your hopes and dreams. A Rational Wealth Management ProcessOur goal is to help you feel calm during inevitable market fluctuations by providing the perspectives and context you need to make informed decisions A Focus on Clarity and CustomizationWith Tim Bryson, clients experience fully customized strategies and portfolios that reflect their unique needs, not a one-size-fits-all service model. A Cross-Generational ApproachWe serve clients who aren’t looking to get wealthy- they want to stay wealthy. We frequently help clients with strategies designed to help them pass both their assets and their values on to future generations.

Recognition

Forbes "Best-in-State Wealth Advisors", 2023-2026

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

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About Me

Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.**Your approach to investing**Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you \- to understand your goals and priorities. These questions will help us provide you with additional insights and resources.**Understanding your goals and priorities**Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one\-on\-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On

I believe that financial success can be achieved when you're able to make investment\-related decisions and trade\-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:\* Health: Managing healthcare expenses, now and in the future\* Home: Upsizing, downsizing, remodeling or buying a vacation home\* Family: Taking care of your family and other people in your life\* Leisure: Spending your free time in meaningful ways\* Giving: Volunteering, mentoring others and giving to charities\* Work: Working in retirement, selling or starting a business\* Finance: Bringing it all together and defining your financial goalsSuccess will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.*This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.*

Meet Our Professional Staff

Deniese Napoliello

Officer, Wealth Management Client Associate

432.685.4495

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About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.