 |
|
|
Brett Broyles, MBA, CFP® |
|
|
Brett serves as a Wealth Manager, working directly with clients
to develop a cohesive strategy to meet their most complex goals
and financial needs. Brett's comprehensive approach solves
wealth management issues in the areas of retirement planning,
investment management, tax, estate planning, business succession
planning, corporate stock option planning, insurance, and
charitable planning. Brett will work with you personally to
understand your needs and provide you with a customized plan to
achieve your goals.
Prior to joining Creative Planning, Brett worked for Fidelity
Investments as a Vice President, Senior Account Executive
managing a practice of over $2 billion for 460 families across
22 states. The majority of his career at Fidelity was spent
working with individual clients assisting them with their
financial needs. While at Fidelity Investments, Brett was
recognized with the prestigious President's Circle award on four
different occasions. This award is granted to the top 5% of
Senior Account Executives in the company. Brett was also
recognized for multiple Chairman's Awards and Leadership Awards.
Brett also served on an advisory council with senior management
for five years and was asked to create and deliver a development
program for associates in his region.
Brett received a Bachelor of Arts degree in Communications from
Texas Tech University and graduated with a Masters of Business
Administration degree from the University of Dallas. Brett holds
the CERTIFIED FINANCIAL PLANNER TM
designation.
Brett is married to Debbie, and they have two daughters, Hannah
and Holly. In his spare time, Brett enjoys activities such as
his daughters' soccer, basketball, and volleyball games,
photography, staying active in his church, and spending time
with family and friends. |
| |
| |
|
| |
|
|
|
