Bryan Fox
Financial Advisor
Bryan is a Financial Advisor at Harbor Financial Advisors, LLC, where he contruibutes to the development and implementation of comprehensive financial strategies for clients. Since joining the firm in 2018, he has played a key role in portfolio research and construction, financial plan support and ongoing client account management. His responsibilities include preparing client documentation, monitoring account activity, conducting investment research, and assisting in the resolution of client inquiries, ensuring a high standard of service and operational efficiency.
Bryan holds a Bachelor's degree from Cleveland State University and a Master's degree from California University of Pennsylvania. He is an Investment Advisor Representative with Cetera Wealth Services, LLC and maintains multiple professional licenses, including Series 7, Series 6 and Series 66 securities registrations, as well as Ohio Life and Health insurance licenses.