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R. Brandt Heitzman, CFP®, currently serves as Principal and Private Client Advisor at F.L. Putnam Investment Management Company since April 2023. Previously, R. Brandt Heitzman held the position of Director and Senior Wealth Advisor at SVB Private from April 2022 to April 2023, and served as Managing Director and Senior Wealth Advisor at Boston Private from October 2014 to April 2022. Earlier experience includes roles as Senior Client Advisor at Banyan Partners and Director of the Private Client Group at Rushmore Investment Advisors. R. Brandt Heitzman possesses a Bachelor of Arts degree, a Certificate in Financial Planning, and a Master of Arts degree, all from Southern Methodist University.