Bryce Currier
About Bryce Currier
Bryce Currier is a Paraplanner currently employed at Creative Planning since 2024. He has previous experience in wealth management and customer service roles at various financial institutions, including Maxwell Locke & Ritter LLP and Fidelity Investments.
Work at Creative Planning
Bryce Currier has been employed at Creative Planning as a Paraplanner since 2024. In this role, he is responsible for supporting financial advisors by preparing financial plans, conducting research, and managing client communications. His position involves collaborating with various teams to ensure that clients receive comprehensive financial advice tailored to their needs.
Previous Experience at Maxwell Locke & Ritter LLP
Before joining Creative Planning, Bryce Currier worked at Maxwell Locke & Ritter LLP as a Wealth Management Associate from 2022 to 2024. During his tenure in Austin, Texas, he contributed to the firm's wealth management services by assisting in the development of financial strategies and maintaining client relationships.
Experience at Fidelity Investments
Bryce Currier's career includes experience at Fidelity Investments, where he held two positions. He worked as an Investment Solutions Representative from 2021 to 2022, providing investment guidance and support to clients. Prior to that, he served as a Customer Relationship Advocate in 2021, focusing on client service and support in Merrimack, New Hampshire.
Education and Expertise
Bryce Currier earned a Bachelor’s degree in Economics from the University of New Hampshire's Peter T. Paul College of Business and Economics, where he studied from 2016 to 2020. His educational background provides a solid foundation in economic principles, which he applies in his current role as a Paraplanner.
Early Career at John Hancock
Bryce Currier began his professional career at John Hancock, where he worked as a Customer Service Representative in 2020 for seven months in Portsmouth, New Hampshire. This role involved assisting customers with their inquiries and providing support related to their financial products.