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 took a leadership role in maintaining regulatory compliance and operational efficiency.

Jamie holds Series 7 and Series 66 licenses and is 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 work, Jamie is actively engaged in his community through various volunteer roles. He volunteers with United Against Poverty alongside David Osgood and supports the local Humane Society in Vero Beach. He currently volunteers with youth at the Youth Sailing Foundation. Jamie is also passionate about giving back and fostering opportunities for youth and animal welfare in his community.

On a personal note, Jamie enjoys surfing and spending time with his wife Dana and their family. Their oldest son, Dillon, is in his second year of service with the U.S. Army, and their two daughters are pursuing their education locally. 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.