Bryson Roof, a CERTIFIED FINANCIAL PLANNER™ Practitioner, serves the firm as an Investment Advisor. His primary responsibilities are managing existing client relationships, developing new business, providing proactive firm outreach. Additionally, Bryson is a member of the firm’s Investment Committee.
Client service responsibilities include being the key day-to-day contact for advice and communications to assigned clientele including, but not limited to; investment objectives/policy, cash flow/liquidity needs, account integrity, report generation and financial planning objectives.
Prior to joining Roof Advisory Group, Bryson spent approximately two years with a global financial services firm in Virginia Beach, Virginia with a focus on financial planning.
Bryson earned a Bachelor of Arts degree from Virginia Wesleyan College and is a holder of the Series 65 – Registered Investment Advisor Representative. He serves as the Vice President of the West Shore Young Professionals, Chairman of the Board of Directors for the Harrisburg Beagle Club and a Board of Director for the York & Adams Beagle Club. Additionally, he is a past Big Brother with Big Brothers Big Sisters of the Capital Region and a member of the Rotary Club of Harrisburg.