Bryan Smith, CFA is the Director of Research & Trading and Joined the Hutton team in November 2021.
His current responsibilities include researching, trading and managing client portfolios.
Bryan graduated from the University of Arizona, with a specialization in Finance. He is a Certified Financial Analyst (CFA) with over 20 years of experience in the investment industry.
Bryan grew up in Arizona and moved to Texas in 2014. His Fiancé, Amy, works in the fashion & jewelry industry and they are planning a wedding in 2023.
Bryan and Amy enjoy road trips and hiking. Bryan enjoys helping clients reach their financial goals and continually learning about the markets.
Please download one of the following questionnaires. The information you provide is strictly confidential and will only be used for your individual planning purposes. We ask that you complete this profile as fully as you are comfortable with. If you have any questions, please call our office for assistance.
Download both Discovery Profile™ and Risk Assessment Profile.pdf
The Discovery Profile™ helps provide general information regarding your finances which helps determine your current financial condition. The Risk Assessment Questionnaire helps to determine an appropriate asset mix for an investment, based on the answers given to the questions.