Brett Floyd Email & Phone Number
Partner - Senior Financial Advisor
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Brett Floyd Location
- Idaho Falls, ID, US
Brett Floyd Work
- 2021 -now Partner - Senior Financial Advisor @ Mountain Crest Wealth Management, LLC
- 2013 -2021 Senior Vice President-Investments, Senior Financial Advisor @
- 1983 -2013 First Vice President - Investments @
Brett Floyd Education
- The Wharton School
Certified Investment Management Analyst (Investments and Securities)
2003-2004 - Brigham Young University Marriott School of Business
Bachelor's degree (Finance and Financial Management Services)
1981-1983 - Brigham Young University Marriott School of Business
Bachelor's Degree (Business Management and Finance)
1980-1983 - Brigham Young University - Idaho
(Business Administration and Management, General)
1979-1980 - Brigham Young University - Idaho
(General Studies)
1976-1977 - Bonneville High School
High School
1972-1976
Brett Floyd Skills
- Asset Allocation
- Investments
- Retirement Planning
- Deferred Compensation Plans
- Retirement Plan (401k) Consulting
- Business Owner Planning and Succession Planning
- Multi-generational Wealth Planning
- Financial Advisory
- Deferred Compensation
- Financial Analysis
- Insurance
- Strategi Planning
- Retirement Savings
- Financial Services
- Investment Strategies
- Securities
- Wealth Preservation Planning
- Management
- Leadership
- Finance
- Team Building
- Microsoft Office
- Retirement Plan 401K Consulting
- Sales
- Financial Modeling
- Wealth Preservation
- Strategy
- Wealth Management
- Multi Generational Wealth Planning
- Microsoft Excel
- Retirement Plan 401K
- Multi Generational
- Project Management
- Business Owner Planning
- Retirement Plan Consulting
Brett Floyd Summary
- Brett Floyd, based in Idaho Falls, ID, US, is currently a Partner - Senior Financial Advisor at Mountain Crest Wealth Management, LLC. Brett Floyd brings experience from previous roles at Wells Fargo Advisors and Merrill Lynch. Brett Floyd holds a 2003 - 2004 Certified Investment Management Analyst in Investments and Securities @ The Wharton School. With a robust skill set that includes Asset Allocation, Investments, Retirement Planning, Deferred Compensation Plans, Retirement Plan (401k) Consulting and more. Brett Floyd has 1 mobile phone numbers on RocketReach.
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