3 weeks ago
Fiduciary Update | May 2022
In this edition of Fiduciary Update, CAPTRUST shares insights on...
Financial Advisor,
Relationship Manager
Brett joined CAPTRUST in 2017 from Knox Capital Group. He serves as a financial advisor and relationship manager responsible for managing client relationships for both individual and institutional accounts. Brett is also experienced in the design and implementation of comprehensive financial plans, estate plans, and investment and insurance portfolios. Prior to joining Knox Capital Group, he worked at Lincoln Financial Advisors. Brett has worked in the industry since 2003.
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