Hartzell Wealth Management of Raymond James

Hartzell Wealth Management of Raymond James A personalized approach to managing wealth. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy.

Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to help make the best use of their wealth today and help ensure its endurance for future generations. And I’ll do the same for you. I can offer you an array of personalized services, support and guidance that can help make a

positive difference in the pursuit of your financial goals.

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Bryan B. Hartzell
Senior Vice President, Wealth Management

Jake C. Hartzell
Financial Planning Consultant

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural for...
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Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural forces behind tomorrow's financial landscape:

raymondjames.com

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your fa...
06/08/2026

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

raymondjames.com

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for ...
06/05/2026

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?

raymondjames.com

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work i...
06/01/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

raymondjames.com

To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
05/28/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenu...
05/26/2026

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenure are important considerations when selecting a trustee to help carry out your long term financial intentions.

raymondjames.com

Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is ...
05/25/2026

Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is one way to do just that while making a meaningful impact on your community.

raymondjames.com

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.
05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.

Curb employee turnover by conducting exit interviews and actioning feedback. Here are some tips to improve the process:
05/21/2026

Curb employee turnover by conducting exit interviews and actioning feedback. Here are some tips to improve the process:

raymondjames.com

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between...
05/20/2026

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between private foundations and donor advised funds:

raymondjames.com

Address

15375 Memorial Drive, Ste 350
Houston, TX
77079

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 11pm
Sunday 8am - 11pm

Telephone

+12816793948

Website

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