William James Bryan (Jamie)

William James Bryan (Jamie)

Assistant Vice President & Trust Officer

William James Bryan (Jamie) serves as Assistant Vice President and Trust Officer at Caldwell Trust Company, where he manages and administers trust and investment relationships with a focus on long-term client success. With over seven years of experience in the financial services industry, Jamie brings expertise in investment management, client service, and fiduciary operations.

Before joining Caldwell, Jamie was a Financial Advisor and Registered Wealth Management Client Associate (WMCA) at Merrill Lynch Wealth Management. He contributed to overseeing a $500MM+ book of business, including portfolio management, client reviews, estate and trust documentation, and daily operational support. Jamie specialized in high-touch client service and played a leadership role in maintaining regulatory compliance and operational efficiency.

Jamie holds Series 7 and Series 66 licenses and is currently pursuing his Retirement Income Certified Professional® (RICP®) designation. His client-centered approach emphasizes delivering objective, relationship-driven guidance tailored to each client’s unique long-term goals.

Beyond his professional responsibilities, Jamie is actively involved in the community. He volunteers with United Against Poverty alongside David Osgood, supports the local Humane Society in Vero Beach, and works with youth at the Youth Sailing Foundation. He is passionate about giving back and creating opportunities that support both young people and animal welfare.

Outside of work, Jamie is an avid sailor and ocean enthusiast. He enjoys spending time on the water, whether it's sailing with his family or participating in local regattas. Deeply committed to ocean conservation, Jamie regularly engages in coastal cleanups and advocates for marine protection initiatives. His oldest son, Dillon, is in his second year of service with the U.S. Army, and his two daughters are pursuing their education locally. A lifelong animal lover, the family shares a love for animals, caring for four dogs through adoption and fostering.

Jamie’s dedication to service excellence and trust-based relationships aligns closely with Caldwell Trust Company’s mission to serve clients with professionalism, integrity, and care.