Wealth Management Associate
Brett joined UBS and the Emerick Wealth Management group in 2010 and his responsibilities include providing the due diligence required for implementing the clients Investment Strategies, and formulating and processing the client's Financial Plan. Brett coordinates with the clients outside legal and accounting advisors and compiles the information necessary for yearly tax planning and for input and comments on Strategic Plan.
Brett earned a Bachelor of Arts Degree in History, from the University of Florida in 2009. Brett holds the Series 7, and Series 66 security licenses as well as licenses for Health Insurance, Life Insurance, and Variable Annuities. Brett also holds Certified Financial Planner™ certification, or CFP®. Brett and his wife Christina live in Clearwater, FL and enjoy boating, golf, and cheering on the University of Florida.