Brett Salzer has been serving the financial needs of individuals, families and business owners for more than 13 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.

As your financial advisor, Brett 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, Brett works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.

Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Brett works diligently to help you develop both your personal financial plan and a detailed investment strategy. Brett’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.

Brett graduated from Purdue University with a Bachelor of Science and a Master of Business Administration from Roosevelt University. He has earned the CERTIFIED FINANCIAL PLANNER^™ certification and the Chartered Retirement Planning Counselor℠ (CRPC^®) designation. Prior to joining Raymond James in 2019, Brett worked for Mesirow Financial and Morgan Stanley Smith Barney. For the last 20 years, Brett has served as an adjunct professor for Roosevelt University, teaching undergraduate and graduate courses in finance. Away from the office, Brett enjoys traveling and home brewing his own beer.