R. Brandt Heitzman, CFP®

Senior Client Advisor

Brandt Heitzman works with individual investors to help them realize their wealth and retirement goals. As a Certified Financial Planner™ practitioner with over 15 years experience, Brandt works closely with his Banyan 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.

Prior to joining Banyan, Brandt served as Director of the Private Client Group at Rushmore Investment Advisors Inc., a Texas-based registered investment advisor acquired by Banyan in 2013.

Brandt earned both a B.A. and M.A. from Southern Methodist University.

Contact Brandt
[email protected]
1-800-422-6172

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