Brett Grimes
Managing Director
Brett is a Co-Founder and Managing Director – Investments of The Venture Strategies Group of Wells Fargo Advisors established in March 2019. Brett is a Private Wealth Financial Advisor with Wells Fargo Advisors.
Brett’s responsibilities include advising our Private Equity, Venture Capital, Corporate and entrepreneurial clients on the exit of their large equity holdings in both publicly traded and private markets.
He takes the lead role as part of the firms comprehensive Pre-IPO services for general partners and c-suite executives, advising on asset management, multi-generational and charitable planning strategies. Also, providing access to specialized lending through Wells Fargo affiliates.
Prior to joining Wells Fargo Advisors, Brett had similar responsibilities at Morgan Stanley and UBS Financial Services.
Brett has a passion for the underserved, supporting and mentoring families in need in the local community and abroad. He currently serves on the board of the Grace Fisher Foundation which is dedicated to enriching the lives of individuals with disabilities through the transformative power of the arts.
He has served as a board member of the Dream Center in downtown Los Angeles where they support those impacted by homelessness and hunger through residential and community outreach programs. The Dream Center now as a network that collectively consists of 84 Dream Centers around the world, including centers in 29 states and 8 different countries.