Bryson J. Roof, CFP®

Email: broof@fortpittcapital.com

FOCUS

Bryson aims to help clients navigate all aspects of their financial lives. Whether it’s purchasing/refinancing a home, assisting aging parents/adult children, or charitable gifting; each decision has an impact on future finances and retirement funding. He regularly coordinates with estate planning/eldercare attorneys, accountants, insurance agents, and loan officers to keep the client’s team of professionals informed and incorporate their specialized advice in legal, tax, insurance, and financing to achieve a well-informed recommendation.

CAREER HIGHLIGHTS

Bryson Roof began his career with a global financial services firm in Virginia Beach, Virginia with a focus on financial planning. Relocating back to his hometown in southcentral Pennsylvania, he joined Roof Advisory Group in 2012, which later merged with Fort Pitt Capital Group in 2019.

Bryson has been quoted in various financial publications, including CNBC, US News & World Report, Yahoo Finance, Barron’s, USA Today, and AARP. He also contributes to the Harrisburg Magazine with his monthly column: the Finance Hound.

EDUCATION

BA, Virginia Wesleyan University
He completed the Certified Financial Planner designation in 2015.

COMMUNITY INVOLVEMENT

Bryson is a licensed field trial judge through the American Kennel Club, traveling to beagle clubs throughout the Northeast.  He holds multiple roles in many wildlife conservation organizations, including being the Treasurer for the Northeast Beagle Gundog Federation, the immediate past president of Harrisburg Beagle Club, and the current budget committee member of Harrisburg Beagle Club. Bryson was a past Vice President of the West Shore Young Professionals, a former Big Brother through Big Brothers Big Sisters of the Central Pennsylvania Region, and sat as Chairman of the Blood Drive Committee for the Rotary Club of Harrisburg.

PERSONAL

Outside of work, you can find Bryson at the kennel training his AKC beagles or at various beagle clubs judging AKC field trials. As an avid outdoorsman, he enjoys saltwater fishing, hunting, camping, and managing large tracts of land for wildlife conservation.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The achievement of any professional designation should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if Fort Pitt is engaged, or continues to be engaged, to provide investment advisory services.