Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Bret and his team can help with a broad range of financial services including but not limited to:
- Customized investment management services
- Retirement planning strategies
- Trust and estate planning strategies
- Wealth preservation & insurance planning strategies
- Liability management
- Strategies for concentrated equity positions
- Business & Retirement Plan strategies
Senior Financial Advisor
Senior Vice President
Bret is a Senior Vice President, and Senior Financial Advisor, who joined Bank of America Investment Services in 1995. He graduated from the University of West Florida, in 1986, with a Bachelor of Science in Accounting and a Minor in Finance. Prior to joining the Bank of America / Merrill Lynch team, he worked as a staff accountant with Delloitte Haskins & Sells, now Deloitte Touche, in public accounting, and as an insurance agent / investment advisor with Northwestern Mutual. Bret does not give tax advice in his current role at Merrill Lynch.
Bret’s experience enables him to understand his client’s individual, family and/or business needs and concerns and develop a long term strategy to help in achieving growth, preservation and transfer of assets. He believes this is best accomplished through the resources of Merrill Lynch and Bank of America and working closely with his client’s attorney and CPA. This is vital in helping the client maximize tax efficiency and secure financial stability.
Bret is a native of Pensacola. He and his wife Susan live in Pace and have two grown children. They are active members of their local church as well as active members of local civic organizations.
W J Woodham High School
University of West Florida
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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.
Wealth Management Lending Officer, NMLS #518460
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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We will work to help you stay on track, regardless of what the markets are doing.