Bryan Hartzell Email & Phone Number

Bryan has been in the financial services industry since 1981 and joined Raymond James in 2017. His focus is on developing strategies and solutions for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. Bryan’s approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. Asset Allocation does not ensure a profit or protect against loss in declining markets. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, and estate planning services.Bryan is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third- party investment managers’ strategies, funds or portfolios. He currently holds his Series 7, 63, 66, 8, 3 license. Bryan is a 1976 graduate of Texas State University, with a B.A. in business administration.

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  Senior Vice President

  Raymond James

  Jun 2017 - Present - Houston, Texas Area

  Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

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  Southwest Texas State University

  Business