Hartzell Wealth Management of Raymond James

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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

Medicare's Annual Enrollment Period runs from October 15 through December 7. Even if you're satisfied with your current ...
10/15/2026

Medicare's Annual Enrollment Period runs from October 15 through December 7. Even if you're satisfied with your current coverage, plan costs, benefits and provider networks can change each year. Consider engaging with Chapter, a Medicare advisory service provider, and review your options to ensure your coverage still meets your needs.
Questions about Medicare? Read the one-pager to get started.

raymondjames.com

Legacy planning is about more than transferring assets. It is also about preserving the stories, values, milestones, and...
10/14/2026

Legacy planning is about more than transferring assets. It is also about preserving the stories, values, milestones, and intentions that give those assets meaning.

That is why I have chosen to make Total Family available to my clients at no additional cost. It gives families a place to capture what matters most and helps me bring that understanding into our conversations about financial and investment decisions.

If you are a client and would like an invitation, please reach out.

Raymond James is not affiliated with Total Family. The services described are provided solely by Total Family, which is responsible for its own products and services. Raymond James is not recommending or endorsing Total Family or its products or services. Clients are not required to use Total Family and may choose any provider they determine is appropriate for their needs

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:
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Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

raymondjames.com

Financial health and mental health go hand in hand. Wishing everyone a mindful World Mental Health Day.
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Financial health and mental health go hand in hand. Wishing everyone a mindful World Mental Health Day.

Scammers often rely on urgency to push people into quick decisions. Learn how to recognize 10 common fraud tactics and t...
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Scammers often rely on urgency to push people into quick decisions. Learn how to recognize 10 common fraud tactics and the questions to ask yourself before you click, call or send money:

raymondjames.com

Kids tend to master new tech with ease, but are they ready for the world these devices connect them to? Explore some tip...
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Kids tend to master new tech with ease, but are they ready for the world these devices connect them to? Explore some tips for keeping them protected:

raymondjames.com

Curious about AI but not sure where to start? Chatbots are an easy way to explore the possibilities. Check out these fiv...
10/06/2026

Curious about AI but not sure where to start? Chatbots are an easy way to explore the possibilities. Check out these five beginner-friendly uses for AI:

raymondjames.com

Building long-term financial security often starts with consistent habits. Explore practical ways to make the most of yo...
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Building long-term financial security often starts with consistent habits. Explore practical ways to make the most of your retirement accounts and keep your savings goals on track:

raymondjames.com

Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageo...
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Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageous fortune:

raymondjames.com

October is Cybersecurity Awareness Month, a reminder that protecting your hard-earned assets is more important than ever...
10/01/2026

October is Cybersecurity Awareness Month, a reminder that protecting your hard-earned assets is more important than ever. EverSafe®* monitors bank and investment accounts, credit cards and your credit file, with optional real estate and email monitoring available for additional protection, providing personalized alerts when suspicious activity is detected. I'd be happy to discuss ways to help strengthen your financial protection and connect you with EverSafe, if you'd like to learn more about their services.

Raymond James is not affiliated with EverSafe®

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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