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About Brett
I want you to be a confident investor so you can work toward your life goals and dreams. I will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust I aim to earn through integrity, hard work and service.
Learn About Me
Brett Bellcase, CPWA
Private Wealth Financial AdvisorManaging Director – Investments
As a Certified Private Wealth Advisor ® designee, Brett helps individuals, families, and businesses identify what is most important about their wealth and devises efficient strategies to fully address each client’s unique priorities, whatever they may be.
For over twenty-five years, Brett has enjoyed working for clients and leading teams of advisors by delivering effective long-term action plans to provide the stability and confidence that they need, in good markets and in bad. He began his career in Baton Rouge, LA as a Financial Advisor with an institution that is now part of J.P. Morgan Chase. After 5 years as an Advisor, Brett moved into management and progressed his career through various firms, promotions, and geographic moves.
In his most recent role, Brett moved to Austin TX in January 2010 to spearhead a division of Wells Fargo Advisors, in the Austin and San Antonio markets. He was responsible for promoting strategies to implement growth and development of 41 Financial Advisors and oversaw $3 Billion of client assets. With a desire to refocus his career on working more closely with clients, he is excited to once again be helping clients navigate their journey to, and through, retirement and helping to build long lasting family legacies.
Before entering the financial services industry, Brett graduated from Louisiana Tech University with a Bachelor of Science degree. He holds the Certified Private Wealth Advisor® certification, administered by Investment Management Consultants Association® and taught in conjunction with The University of Chicago Booth School of Business. Brett was recognized by FORBES as one of the Best-In-State Wealth Advisors* in 2022, 2023, and 2024.
Brett lives in Austin with his wife Sherrill and has two daughters, Arden and Piper. Outside of work, Brett enjoys college football, golf, and the outdoors.
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). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
For over twenty-five years, Brett has enjoyed working for clients and leading teams of advisors by delivering effective long-term action plans to provide the stability and confidence that they need, in good markets and in bad. He began his career in Baton Rouge, LA as a Financial Advisor with an institution that is now part of J.P. Morgan Chase. After 5 years as an Advisor, Brett moved into management and progressed his career through various firms, promotions, and geographic moves.
In his most recent role, Brett moved to Austin TX in January 2010 to spearhead a division of Wells Fargo Advisors, in the Austin and San Antonio markets. He was responsible for promoting strategies to implement growth and development of 41 Financial Advisors and oversaw $3 Billion of client assets. With a desire to refocus his career on working more closely with clients, he is excited to once again be helping clients navigate their journey to, and through, retirement and helping to build long lasting family legacies.
Before entering the financial services industry, Brett graduated from Louisiana Tech University with a Bachelor of Science degree. He holds the Certified Private Wealth Advisor® certification, administered by Investment Management Consultants Association® and taught in conjunction with The University of Chicago Booth School of Business. Brett was recognized by FORBES as one of the Best-In-State Wealth Advisors* in 2022, 2023, and 2024.
Brett lives in Austin with his wife Sherrill and has two daughters, Arden and Piper. Outside of work, Brett enjoys college football, golf, and the outdoors.
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). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.