Brett Broyles

Gestionnaire de Portefeuille-Actions chez Creative Planning LLC

Profil

Currently, Brett Thomas Broyles is Partner & Private Wealth Manager at Creative Planning LLC.
He is running a national practice working with clients to develop a cohesive strategy to meet their most complex goals and financial needs.
His comprehensive approach helps solve 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.
Prior to joining Creative Planning, Mr. Broyles worked for a major national financial company as a Vice President, Senior Account Executive managing a practice of over $2 billion.
The majority of his career was spent working with individual clients assisting them with their financial needs.
He 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.

Postes actifs de Brett Broyles

Sociétés	Poste	Début
Creative Planning LLC	Gestionnaire de Portefeuille-Actions	01/10/2011

Formation de Brett Broyles

Texas Tech University	Undergraduate Degree
University of Dallas	Masters Business Admin