TEAM

Brett brings a comprehensive approach to help organize all important financial elements into one comprehensive picture. He takes a macro approach to his clients’ assets – personal, business, corporate, family, real estate holdings, liquid, and illiquid instruments – to identify ways in which to intelligently leverage these investments over time. Brett drills down to build customized strategic portfolios and plans that seek the appropriate return profile for each unique client. He is fond of saying that the most important criterion in holistic wealth management is to be brilliant at the basics.

With over 30 years of experience, Brett draws on his background of capital markets to help provide high net worth individuals with bespoke advisory guidance and investment management strategies along with goals-based planning tools to address the complexities of managing significant wealth. Historically, his successful and geographically diverse client base has included financial professionals, C-suite executives, entrepreneurs, and people experience life events creating money/assets in motion. Prior to joining Wells Fargo Advisors, Brett managed growth, balanced ETF and income portfolios as a member of the J.P. Morgan Wealth Management Portfolio Manager Program. This program consisted of a select group of advisors who successfully underwent a rigorous screening process to manage discretionary assets and was subject to ongoing quantitative and qualitative reviews to assess their investment strategies.

Over the course of his career, Brett acquired extensive Wall Street experience at prestigious firms such as Goldman Sachs, Morgan Stanley, and UBS where he garnered a unique skill set managing risk in multiple areas of the capital markets, including trading stocks, convertible debt, derivatives, credit, and lending. This pedigree catalyzed his move to wealth management where he worked at Alliance Bernstein and J.P. Morgan prior to joining Wells Fargo Advisors. Brett has successfully leveraged his institutional trading background to provide a tailor-made approach to assisting individual investors and families.

In 2024, Brett was named #8 in Forbes Best-In-State Wealth Advisors* and #158 in Forbes America’s Top Wealth Advisors. Brett is a member of the prestigious Wells Fargo Platinum Council and is also one of the select few that sits on the Wells Fargo Wealth and Investment Management Advisory Council.

A graduate of Colgate University, Brett holds a B.A. with Honors in Political Science. He is a prior member of the school’s Alumni Board of Directors, former Chairperson of the Board at PGA National, a former member of the Board of the Maltz Jupiter Theater, and a former member of the University of Miami’s Neurological Council. A native of New Jersey, Brett resides in Jupiter, Florida with his wife and their two daughters.



^{* 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). View additional disclosures}

^{The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.}