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Bret Lomax
Senior Vice PresidentSenior Financial Advisor
Merrill Lynch
Wealth Management
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile
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
Bret is a Senior Vice President, and Senior Financial Advisor, who joined Banc 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 Merrill 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.
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 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.
*Merrill, its affiliates, and Financial Advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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EDUCATION
W J Woodham High School
University of West Florida
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Staying on Track
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.
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stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
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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.
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