Brenna Weems has been serving the financial needs of professionals, business owners and their families for more than 12 years. She strives to develop long-term relationships with her clients with the objective of understanding their goals and providing viable strategies for every element of the wealth planning equation.
As your financial advisor, Brenna takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Brenna works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.
Raymond James’ extensive resources include professionals in financial planning, estate and tax planning, wealth preservation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Brenna works diligently to help you develop both your personal financial plan and a detailed investment strategy. Brenna’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.
Originally from Lubbock, TX, Brenna graduated from Texas Tech University with a Personal Financial Planning degree. Prior to joining Raymond James in 2023, Brenna worked for United Capital and Carson Wealth for 11 years. Away from the office, Brenna enjoys spending time with her husband and children, working out, and serving as the Kappa Alpha Theta Gamma Phi Finance Advisor.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Raymond James is not affiliated with the above organizations.
