Bryant Pack

Senior Client Relationship Associate

Chandler, Arizona

Bryant supports financial advisors with account administration, client service, and trading activities. He helps deliver an efficient, responsive client experience through accurate execution and consistent follow-through.
He brings several years of financial services experience, including prior roles supporting advisors and clients at national firms. His background includes relationship management, account servicing, trade execution, operational support, and resolving complex client requests. He holds a bachelor’s degree in finance and has previously held Series 7, Series 63, and Life and Health Insurance licenses.
His approach is service-oriented, reliable, and detail-focused. He supports advisors and clients by delivering accurate, timely work and helping resolve issues with care and professionalism.
Outside of work, Bryant enjoys fitness, weightlifting, hiking, and spending time outdoors with his family. He is also active in youth leadership in his community and values mentoring and service. He and his wife have four children.