BRYANT & BOLICK FINANCIAL SERVICES - Key Persons

David L. Bolick

Job Titles:
  • CERTIFIED FINANCIAL PLANNER
David Bolick is a CERTIFIED FINANCIAL PLANNER™ with over 26 years experience in the investment, insurance, and financial services industry. He has developed a process, The BALANCE FORMula to help provide portfolio management and... David Bolick has over 26 years experience in the investment, insurance, and financial services industry. He has developed a process, The BALANCE FORMula to help provide client portfolio management and investment advice as well as financial and retirement planning. David graduated from the University of North Carolina at Charlotte in 1992 with a B.A. in Economics and launched Bryant & Bolick Services, Inc. in 2002. David received his CERTIFIED FINANCIAL PLANNER™ designation in 2005, and delivers experienced advice as well as professional financial planning services. He also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. He also holds life, health and variable insurance licenses. As a lifelong native of Rowan County, David has a strong sense of community. He enjoys supporting local charitable organizations and has previously served on the boards of the ARC of Rowan and the Rowan County YMCA. David is an avid sports fan and hunter. He enjoys working out with his daughter, Megan, and bowling, pool time and video games with his son, Joshua.

Mitzi Jackson

Job Titles:
  • in 2005 As a Registered Assistant
  • Inc. in 2005 As a Registered Assistant
  • LPL Registered Administrative Assistant
Mitzi Jackson joined Bryant & Bolick Financial Services, Inc. in 2005 as a registered assistant specializing in exceptional client service and office support. Mitzi Jackson joined Bryant & Bolick Financial Services in 2005 as a registered assistant specializing in exceptional client service and office support. Mitzi graduated with a business administration degree emphasizing finance from the University of North Carolina at Charlotte and has over 20 years experience in the financial services industry. She has been licensed in the securities business since 1996 and also holds life, health and variable insurance licenses. She enjoys spending time with her two children and husband, Victor, as well as playing the piano at her church.