Brit began his wealth management career at Merrill in 2007 after having worked as Assistant Director in the Financial Aid Office at Ashland University. Highly credentialed, Brit uses his rigorous industry training to build customized strategies for clients. As a Portfolio Manager, Brit can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
Additionally, Brit is one of a select group of highly qualified Merrill Financial Advisors that have earned the Retirement Benefits Consultant title. Focusing on defined contribution plans, a Retirement Benefits Consultant can leverage broad resources from across the firm to provide personalized service to Plan Sponsors while delivering the firm’s ERISA 3(21) Fiduciary Advisory Services.
A lifetime learner, Brit is a CERTIFIED FINANCIAL PLANNER™ professional (a designation awarded by the Certified Financial Planner Board of Standards, Inc.), and holds a Chartered Retirement Planning CounselorSM designation. Brit earned a Bachelor of Arts degree from Ashland University where he was part of the nationally recognized Ashbrook Scholar program.
Brit resides in Mansfield, Ohio with his wife, Susan, their two children and many family pets.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
