Bryan Bender

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Grand Blanc, MI 48439-2706

Credentials

Series 66

Industry experience

5 years

About

Bryan Bender is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He focuses on helping clients develop and implement comprehensive financial plans aimed at achieving predictable outcomes and providing control over their financial futures.

Bryan's professional experience is centered on delivering financial consulting services, leveraging his expertise to assist clients in navigating their financial goals. Outside of his professional role, he enjoys baseball, boating, family activities, music, outdoor adventures, and tennis.

Expertise

General retirement planning Income planning Cash flow / budgeting

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Investments

2020 - Present (6 years)

Ford Field Management

2010 - 2020 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Jeremy W

CFP®

Davison, MI

J Wilson Wealth Management

Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.

General tax planning Multi-state taxation General estate planning guidance Real Estate Professional Baby Boomers (Born 1946-1964)

Michael L

Series 63, Series 66

Grand Blanc, MI

Merrill

Michael Lowther is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2008 and brings over 15 years of experience in the financial industry. Michael specializes in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. Michael holds a Bachelor's Degree from Central Michigan University and holds the professional designation of Personal Investment Advisor (PIA). He has also been an active volunteer with organizations including Easter Seals and Special Olympics of Michigan. Michael resides in Clarkston with his wife and two children. Outside of work, he enjoys cooking, football, golfing, racquetball, reading, running, skiing, and spending time with his family.

College savings (529s, UTMA, etc.) Wealth management General retirement planning Retirement income strategy Planning for children with special needs Parents Young Families

Alex S

Series 63, Series 66

Grand Blanc, MI

Merrill

Alex Storozhenko is a Senior Financial Advisor with extensive experience in wealth management, serving successful executives, professional athletes, and high-net-worth families. Leading The Storozhenko Group within Merrill Lynch Wealth Management, he offers clients access to Merrill's investment resources and the banking services of Bank of America. His expertise includes comprehensive wealth management, focused support for professional athletes to manage their unique career demands, and guidance through significant financial transitions such as retirement, inheritance, and business sales. Since entering the financial services industry in New York City in 1997, Alex has developed specialized capabilities as a Portfolio Manager, offering discretionary management of personalized and defined investment strategies. He collaborates closely with clients' attorneys, accountants, and other advisors to address estate planning and related financial matters. His professional certifications include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Alex holds a bachelor's degree from Moscow Business University. Outside of his professional activities, he enjoys antiquing, chess, cooking, fishing, and watching movies. He lives with his wife, Christine, and their two sons, Nick and Evan.

Wealth management Concentrated stock management Business exit / sale strategy General estate planning guidance Executive Professional Athlete

Lauren B

Series 63, Series 66

Swartz Creek, MI

Fidelity

Lauren Borkowski is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative and Planning Consultant. Prior to joining Fidelity, she worked as a Client Service Associate at Morgan Stanley and as a Client Associate at Merrill Lynch. Lauren's experience spans client service and financial planning, where she focuses on developing strong relationships with clients. She emphasizes understanding clients' unique situations and goals to co-create financial plans that address their priorities. Her approach is centered on ensuring clients feel comfortable and confident throughout the financial planning process. Lauren utilizes the strategies and resources available at Fidelity to assist clients in navigating financial obstacles. Further information on her education, credentials, personal interests, or community involvement has not been provided.

General retirement planning Income planning Retirement income strategy

Kyle R

Series 66

Davison, MI

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner

Nathan M

Series 63, Series 66

Grand Blanc, MI

Fidelity

Nathan Morris is a Planning Consultant at Fidelity Investments, where he collaborates closely with financial consultants to identify opportunities within clients' financial situations. His role involves simplifying complex financial topics to ensure clients feel informed and supported throughout the planning process. He joined Fidelity Investments in 2024 and has held several positions, including Investment Solutions Representative and Customer Relationship Advocate, before becoming a Planning Consultant in 2025. Outside of his professional work, Nathan enjoys fitness, hiking, outdoor adventures, spending time with pets, and traveling.

General retirement planning Retirement income strategy Income planning
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