Meet Brett
Brett is a Sr. Vice President based in Tampa, Florida. Prior to joining Mercer Advisors in 2023, Brett spent five years at Personal Capital, an Empower company. His prior experience includes roles at Fisher Investments, E*TRADE, and Morgan Stanley, where he developed a strong foundation in investment strategy and financial planning. He holds a degree in Business Management from the State University of New York at Farmingdale.
His working style
Brett is known for his in-depth questions, reassuring presence and thoughtful answers when he speaks with people. He brings a comprehensive wealth approach through a process that aligns every aspect of a client’s financial life.
Brett in real life
What keeps you busy outside of work?
Outside of work, Brett enjoys boating, traveling, attending sporting events, and seeing his family.
What keeps you busy outside of work?
Brett loves Florida and the abundance of sunshine, proximity to the water, and the people who make it special.
Meet Brett’s Teammates
Logan L. Baker
Lead, Sr. Wealth Strategist
What Brett Says
Logan helps navigate both simple and extremely complex estate scenarios for prospective and current clients with ease.
Steven Elliott
Tax Director
What Brett Says
Steve brings both a personal and professional touch to every meeting. There is nobody I know with more tax knowledge.
Kimberly Maxwell
Client Development Associate
What Brett Says
There is nobody more professional and better at helping new clients than Kimberly. She provides a white glove service from start to finish and will make your life simple and easy.
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