Brett joined Merrill Lynch Wealth Management in 2021 as a Financial Advisor. Brett utilizes his prior financial services experience in his new role to develop, present and implement sound financial strategies for high-net worth individuals and families. He is dedicated to providing excellent client service through building strong personal relationships with clients to understand their unique goals and objectives and then builds tailored strategies that are designed to meet their needs and simplify their financial lives.
Previously, Brett was a private equity investor at Trilantic Capital Management, a global private equity firm. Prior to Trilantic, Brett began his career as an investment banker in the Mergers & Acquisitions Group at Jefferies. He earned a Bachelor of Business Administration, with high distinction, from the Stephen M. Ross School of Business at the University of Michigan.
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.
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.
