Harris SBSB Team James J. Bruyette CPA, CFP® Managing Director jim.bruyette@harris-sbsb.com Jim Bruyette is a Managing Director of Harris SBSB, a service of Harris Private Bank that provides comprehensive financial planning and wealth advisory services to affluent clients. Mr. Bruyette, who co-founded Harris SBSB in 1991, specializes in providing a full range of financial planning services to individual and business clients, with a special emphasis on tax, investment and retirement planning. Mr. Bruyette earned his bachelor’s degree from Duke University and has nearly 25 years of experience in accounting and financial planning. He is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional, is a past member of the Advisory Board to Charles Schwab & Co., Inc. and has been included in Worth Magazine's annual list of "America's Top 200 Financial Advisors" since 1995. Mr. Bruyette has been active with the Fairfax County Chamber of Commerce since 1993, is a 1998 graduate of Leadership Fairfax Inc., and is active in several youth athletic programs in northern Virginia. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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	Harris SBSB™ is a brand name used by Sullivan, Bruyette, Speros & Blayney, Inc., an SEC-registered investment adviser providing financial planning, investment advisory and tax services. Harris SBSB is part of Harris Private Bank. Harris™ is a trademark and Harris Private Bank is a trade name used by various financial services providers of Harris Financial Corp. Opinions expressed herein are solely those of Harris SBSB. Material presented is believed to be from reliable sources, but Harris SBSB makes no representations as to its accuracy or completeness. SBSB is registered as an investment advisor with the SEC. The firm will not solicit or accept business in any state in which it is not properly registered or otherwise qualified to conduct business by virtue of a state 'deminimus' exemption. This site does not provide investment advice, nor does it constitute an offer to provide investment advice, to any individual or any other entity in any state or other jurisdiction.
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