Brett has served clients at Raymond James for over 20 years, with more than 35 years of industry experience. He specializes in developing personalized, goals‑based wealth strategies that help individuals and families understand, manage, and preserve their assets across generations.
Brett is also deeply experienced in guiding business owners through the process of preparing for or selling their businesses. He works collaboratively with clients and their investment banking partners to help structure and support the transaction, while also managing the personal wealth considerations that arise before, during, and after a sale. His participation in programs offered through the Institute for Business Owner Excellence (IBEx) further strengthens his ability to help entrepreneurs navigate major transitions with clarity and confidence.
Before joining Raymond James, Brett spent five years as a Financial Advisor at Wachovia, delivering personalized financial planning and investment management services. He previously served as a Financial Advisor at Merrill Lynch, where he guided clients through comprehensive planning and led the Professional Development Program. Earlier in his career, Brett worked as a Futures Trader in Sydney, building a foundation in analyzing and trading financial instruments—experience that continues to inform his disciplined, research‑driven approach.
Brett’s professional designations include Accredited Investment Fiduciary® (AIF®), Wealth Management Specialist (WMS™), and the Raymond James Private Wealth Advisor designation, reflecting his advanced credentials and commitment to high‑net‑worth advisory excellence. He holds a bachelor’s degree in business administration from Florida State University.
Born in London and now based in Tallahassee, Brett values the close relationships he builds with his clients, team, and family. He and his wife, Brady, have three adult children. Outside the office, he enjoys cycling, golfing, and playing guitar—pursuits that reflect his commitment to balance, connection, and meaningful living.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
