Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Brett's team philosophy is centered around providing each client with a level of superior service and advice that is above their expectations. With a focus on wealth management, financial strategy, real estate and equity based lending*, they offer a wide array of platforms to suit the needs of wealthy investors and institutions.
Brett is a graduate of Clarkson University with a degree in Mechanical Engineering. He served four years in the U.S Army before attending college. He worked for General Electric and Freightliner before starting his career in financial services with Merrill Lynch Wealth Management in 1999. During his career with Merrill, Brett has continued his educational pursuit and holds the Certified Investment Management Analyst® (CIMA®) and the Chartered Retirement Planning Counselor, CRPC designations.
Brett oversees the activity of the daily markets and strives to make certain we stay ahead of our changing conditions. He focuses on discretionary portfolio management and reviews our clients’ asset allocation, investment selection and performance to help them successfully attain their financial targets.
Brett adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he considers all aspects of your current financial situation, taking the time to fully understand who you are and what you want to accomplish. With this knowledge he is able to help you establish objectives and define goals, develop an appropriate strategy and make recommendations that best fit your needs.
Brett lives in Naples with his wife Miranda. They enjoy playing pickleball and traveling. They have three adult sons who currently live in TN.
Our team is involved with local communities, assisting charitable organizations such as Habitat for Humanity, Wounded Warrior, Gentlemen Against Domestic Violence and United Way. . For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
English
Clarkson University - Mechanical Engineering
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
National Structured Credit Executive
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
Wealth Strategies Advisor
Bank of America, N.A.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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