Brittany joined Merrill Lynch Wealth Management after graduating summa cum laude from Christian Brothers University in Memphis, TN with a double major in Finance and Economics. As of April 4, 2025, the Global Corporate and Institutional Advisory Services team (GCIAS) oversaw approximately $120.08 billion of assets and liabilities for 95 corporate clients, and their employees and retirees.”
Brittany uses a goals-based wealth management approach that is designed to transcend traditional financial strategies to enable clients to achieve personally meaningful outcomes. With this approach, she helps clients define goals and priorities, optimize resources, and choose effective solutions based upon her client’s risk tolerance, time horizon, liquidity needs, and overall investment goals. Over time, Brittany works with clients to make adjustments to help keep them moving toward these important personal goals. For a corporate executive, this approach is especially powerful in balancing the risks and rewards of concentrated stock positions.
In 2010, Brittany earned the Chartered Retirement Planning Counselor™ designation and, in 2011, attained the CERTIFIED FINANCIAL PLANNER^® certification – a designation awarded by the Certified Financial Planner Board of Standards, Inc. In 2021, she earned the Sports & Entertainment Accredited Wealth Management Advisor™ designation.
She has been recognized by both Barron’s and Forbes. Most recently, she was named to Forbes Top Women Wealth Advisors Best-in-State list in February 2024 (Published on February 8, 2024. Rankings based on data as of Sept 30, 2023) and Forbes’ “Best-in-State Wealth Advisors” list in 2022 and 2023. (Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Brittany currently resides in historic Druid Hills, a neighborhood in Midtown Atlanta, with her husband Matthew and their four children, Kennedy, James, Sienna, and Brooklyn. They belong to Decatur City Church and her children attend school at Paideia and Glenn School. Brittany serves on the Board of Directors for City of Refuge Atlanta and supports Children’s Healthcare of Atlanta, the Boys and Girls Clubs of America, the Atlanta Children’s Shelter, among others.

_{*Forbes “Top Women Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.}