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| Harris SBSB Team |
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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. He is a long-time member of the firm’s Investment Policy Committee.
Mr. Bruyette earned his bachelor’s degree from Duke University and has over 25 years of experience in accounting and financial planning. He is a Certified Public Accountant (CPA) and Certified Financial Planner™ professional and is a past member of the Advisory Board to Charles Schwab & Co., Inc. Mr. Bruyette was included in Worth Magazine’s list of “America’s Top 250 Wealth Advisors” in 2008 and was recognized by Washingtonian magazine as one of the area’s Top Financial Planners in 2009. Mr. Bruyette is routinely quoted in national financial publications and he has been a guest on the weekly “Blueprint for Wealth” radio show. Harris SBSB™ is a brand name used by Sullivan, Bruyette, Speros & Blayney, Inc. an SEC registered investment advisor. Estate planning requires legal assistance, which Harris SBSB™ does not provide. 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. Harris Private Bank is a trade name used by various financial service providers in the Harris Financial Corp. |
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For information on how to start a relationship with Harris SBSB, contact us. | |
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