Brett has been a dedicated Wealth Management Advisor at Merrill Lynch Wealth Management since June 1991. With over three decades of experience, Brett specializes in serving high net worth families and business owners, providing tailored financial strategies that address both personal and corporate financial needs. Brett has an undergraduate degree in Economics and Mathematics from Northern Illinois University (1991) and a MBA from the University of Chicago Graduate School of Business (2000). Brett's areas of focus are high net worth advisory, corporate equity award management, alternative investment portfolio management and post monetization strategies for business owners. Brett's advisory services are tailored based on clients' risk tolerance, time horizon, liquidity needs and overall investment goals. His commitment to understanding each client's unique circumstances allows him to deliver personalized financial strategies that align with their aspirations. Brett is passionate about philanthropy. He is an advisory board member for Mainspring Schools in Austin, Texas as well as being a supporter of other local Austin and Denver, Colorado based non-profits. Brett and his three children (Olivia, Graham and Kaiya) reside in Spicewood, Texas. *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. **Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
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.