Edward Jones-Financial Advisor: Bryce Wallington

Edward Jones-Financial Advisor: Bryce Wallington Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I am fortunate to work in the community in which I grew up and in a career that brings me such fulfillment. As an Edward Jones financial advisor and CFP® professional, I have been partnering with my community to help them accomplish their most important financial goals since 2009. As a Westlake High School graduate (Go Warriors!), I obtained a degree in business administration from the Orfalea Col

lege of Business at California Polytechnic State University, San Luis Obispo. When I’m not working towards my clients’ goals, I am with my amazing wife Sarah, who I love dearly even though she went to rival high school Thousand Oaks. We both have a passion for travel, cooking and wine. We also recently welcomed our daughter Hailey in the world who is keeping us both very busy. Nothing great is accomplished alone and I am very thankful to have an amazing business partner in my branch office administrator, Tammy Wormsbecher. She has been instrumental in helping our clients make their financial dreams a reality. Nothing is more important to me than understanding what is most important to you. I would love the opportunity to use my established process to create a personalized strategy to help you accomplish your goals and partner together throughout your life to keep you on track. Please call or stop by my office, or visit www.edwardjones.com/BryceWallington for more information.
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Lunch with my beautiful girls!
02/16/2020

Lunch with my beautiful girls!

Had the great opportunity over the last two days to learn from two of the best coaches in the industry. Helping keep me ...
01/08/2020

Had the great opportunity over the last two days to learn from two of the best coaches in the industry. Helping keep me focused on keeping others focused on their goals, even with all the craziness going on.

I’ve been reflecting on the fact that holidays are all about the people and moments that matter the most, and it takes f...
11/26/2019

I’ve been reflecting on the fact that holidays are all about the people and moments that matter the most, and it takes forethought to make the most of them. This year I’m preparing for Thanksgiving by cooking some of my favorites: roasted almonds, my sister’s turkey, and amazing gravy. What are some of your favorite holiday items to prepare?

Whether it’s planning for a holiday, retirement, your children’s education, or to leave a meaningful legacy, preparation is key. I’m so glad that at work and at home I get to be a part of creating for my family and the families of every client I’m honored to serve.

One of the best things about our firm is that we all believe in giving back and helping each other the same way someone ...
10/26/2019

One of the best things about our firm is that we all believe in giving back and helping each other the same way someone else helped us. I’m honored to lead such a fantastic group of financial advisors whose commitment to their clients brings them out on a Saturday morning to continue to learn and grow. Each one of us is passionate about helping our clients fulfill their retirement dreams, send their children to college, and protect the future of their families.

Communicating with your beneficiaries is key to developing a sound estate plan and ensuring that your assets go to those...
10/25/2019

Communicating with your beneficiaries is key to developing a sound estate plan and ensuring that your assets go to those who matter most.

While 73% of Americans are confident that their beneficiaries will know how to carry out their estate plans, only 49% of beneficiaries said they are confident, according to an Edward Jones survey.

10/22/2019

This week is National Retirement Security Week. What's one thing you could do this week to be more prepared for your retirement?

10/22/2019

Interested in learning more about last week's market and what this week could hold? Take a look at this update.

Check out our update.

10/08/2019

September's jobs report, which provided some assurance that despite a slowdown in hiring, the labor market remains tight, a positive for consumers and the economy.

Take a look at our update.

Canadian and U.S. stocks have declined by more than 2.5% over the last two days (Oct. 2) on worries that a slowdown in m...
10/04/2019

Canadian and U.S. stocks have declined by more than 2.5% over the last two days (Oct. 2) on worries that a slowdown in manufacturing will spread to other parts of the U.S. economy.

We believe a return to normal market volatility should be expected but doesn't alter our view the economy will grow in the year ahead rather than fall into a recession and the bull market in stocks continues.

Address

32129 Lindero Canyon Road Suite 100
Westlake Village, CA
91361

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18187076122

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