Leadership and Legacy
Letter from the President
As we welcome 2025, we have much to celebrate at Bedell Frazier. This year marks our 50th anniversary, a tremendous milestone that reflects decades of dedication, trust, and collaboration with our valued clients. It is also a time of exciting transition and opportunity as we honor our past while looking ahead to the future.
After over two decades of exceptional service, Mike Frazier, has transitioned into the role of Chairman, I have risen into the role of President and Mike Harris has formally ascended to the title of Chief Investment Officer. While our leadership evolves, our mission remains steadfast: to deliver exceptional service and results. I am honored to be guiding our dedicated team as we work with families to navigate and achieve their goals.
Building on the values and vision that have defined Bedell Frazier for 50 years, I am excited to bring not only professional expertise but also a deeply personal approach to client service. Our clients are not numbers to us, they are valued families who we guide along the path of life. Experiences shape the path, and we assist in navigating financially as well as providing invaluable guidance based on life experience, not only from ourselves, but also the thousands of families we have worked with.
We are committed to adapting and evolving our investment strategies to meet the ever-changing market landscape. Mike Harris will leverage his nearly two decades of expertise and deep understanding of financial markets to guide our approach. Mike, joined by other members of our team with decades of experience, brings a blend of insight, discipline, and innovation to our investment process. Together, they are focused on identifying opportunities that meet the needs of our clients. As markets evolve, so do our strategies, always with your long-term success as our priority.
One common goal for our clients is retirement. We are very pleased that in 2024, we prepared and presented more retirement plan projections than any other year ever before. Our goal for 2025 is to exceed this amount as we continue to grow and develop our planning team not only in size but also in sophistication. In the past year, our financial planning team attended several trainings and conferences to stay sharp. Additionally, Thomas Howard completed his Enrolled Agent training so that we can provide more robust guidance on tax planning matters and Debbie Mitchell attained her Certified Divorce Financial Advisor (CDFA®) designation so that we can advise those who need to navigate the financial complexities of divorce.
As we celebrate this remarkable anniversary year, we look forward to deepening our relationship with each of you. Thank you for being an integral part of the Bedell Frazier story—we wouldn’t have reached this milestone without your trust and support.
Here’s to many more years of success to come!
Continue reading for more insightful perspectives from Mike Harris and Thomas Howard, as they share their expertise to help guide your financial 2025.
To read the complete Bedell Frazier Newsletter, please click here.
