Brittany Hartnett
,

Managing Director, Wealth Management Advisor

3455 Peachtree Road N.E.
Atlanta, GA 30326
404.231.4851
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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

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 January 1, 2023, the Global Corporate and Institutional Advisory Services team (GCIAS) oversees in excess of $100 billion of assets and liabilities for 100 public companies, their employees, and retirees.

Brittany uses a goals-based wealth management approach that transcends traditional 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 that keep clients 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 successfully completed 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 became a recognized Sports & Entertainment Accredited Wealth Management Advisor professional.

She has been recognized by several publications. Most recently, she was named to Forbes' "America's Top Women Wealth Advisors Best In State" list in February 2022(Published on February 4, 2022. Rankings based on data as of Sept 30, 2021) * and Forbes' "Best-in-State Wealth Advisors" list in April 2022(Published on April 7, 2022. Rankings based on data as of June 30, 2021) *.
*Source: The Forbes “America’s Top Women Wealth Advisors Best-in-State” list, published on February 4, 2022. Rankings based on data as of Sept 30, 2021. Data provided by SHOOK® Research, LLC. Forbes.com. America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. *Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021. Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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 served on the Board of Directors for Bright Futures Atlanta and supports Children's Healthcare of Atlanta, the Boys and Girls Clubs of America, the Atlanta Children's Shelter, among others.

Recognition
Forbes "America's Top Next-Generation Wealth Advisors", 2018, 2020
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Working Mother/SHOOK Research's "Top Wealth Advisor Moms", 2018-2020
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
Forbes "America"s Top Women Wealth Advisors", 2022
(Published on February 4, 2022. Rankings based on data as of Sept 30, 2021.)
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About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Brittany Lauren Hartnett is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.