Brett Korensky

Senior Vice President, Wealth Management Advisor

3700 N Capital Of Texas Hwy
Austin, TX 78746
512.712.1538
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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

Mr. Korensky, a Senior Vice President and Wealth Management Advisor, joined Merrill Lynch Wealth Management in June of 1991. Mr. Korensky focuses his efforts towards the high net worth marketplace, as well as the development of corporate relationships (employee stock option plans, private capital raising, merger & acquisition activity). Mr. Korensky completed his undergraduate degree with an emphasis in Economics and Mathematics at Northern Illinois University (1991) and received his MBA at the University of Chicago Graduate School of Business (2000)with an emphasis in finance and accounting. He is an avid golfer and Brett and his wife Nicole concentrate their philanthropic efforts on various endangered species conservation societies, as well as the Boy Scouts of America. Mr. Korensky, his wife Nicole and three children (Olivia, Graham and Kaiya) reside in Austin, Texas.

Mr Korensky concentrates on advising high net worth families and business owners, both deriving their wealth from privately held businesses and/or publicly traded companies. There are a myriad of critical planning issues that occur over the life cycle of a family’s wealth planning due to exposure to privately held company or partnership assets, or if risk is related to a concentration in publicly traded stock exposure or equity awards. Since 1997, our professionals have worked with and assisted businesses and their owners in raising capital for their businesses, develop with clients' outside legal assistance proper estate and wealth management plans to manage critical tax matters related to private and publicly owned assets, assisted in managing risk when companies become publicly traded and the associated concentrated stock risk via structure selling/10b5-1 planning, options and pre-paid forwards, and diversification plans post those aforementioned events. Finally upon monetization events of privately held assets or public shares, work further with clients and their other advisors to manage portfolio risk, tax risk and effect estate planning strategies.

Areas of focus: Corporate Equity Plan Services, High Net Worth Lending and Asset Management Strategies based upon clients risk tolerance, time horizon, liquidity needs and overall investment goals, Concentrated Stock Management, Discretionary Portfolio Management

*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor. *Lending Services are through Bank of America, N.A. 
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

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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Brett A Korensky is registered to do business in AL, AZ, CA, CO, DC, FL, ID, IL, IN, MA, MD, MI, MN, MO, MT, NC, NH, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI.