Brandt Heitzman, CFP®Managing Director Senior Wealth Advisor Private Client Group Wealth Management & Trust Other
Brandt Heitzman works with individual investors to help them realize their wealth and retirement goals. As a Certified Financial Planner™ practitioner with over 20 years experience, Brandt works closely with his colleagues to provide clients with thoughtful investment and wealth management solutions, incorporating each client’s investment objectives with retirement, philanthropic, estate and tax planning strategies.
Previously, Brandt served as Director of the Private Client Group at Rushmore Investment Advisors Inc., a Texas-based registered investment advisor acquired by Banyan Partners in 2013. Boston Private Wealth acquired Banyan Partners in 2014.
Brandt earned both a B.A. and M.A. from Southern Methodist University.