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Brett Webb Location
Ellerbe, NC, US
Brett Webb Work
President | Senior Wealth Advisor @ (November 2023 - Present)
Senior Financial Advisor @ (May 2019 - November 2023)
Financial Advisor @ (June 2013 - May 2019)
Brett Webb Skills
Customer Retention
Financial Advisory
Investment Strategies
Sales Process
Relationship Management
New Business Development
Sales Presentations
Finance
401k
Wealth Preservation Planning
Investment Advisory
Asset Allocation
Insurance
Retirement Planning
Sales Management
Sales
Market Analysis
Life Insurance
Selling
Brett Webb Summary
Brett Webb, based in Ellerbe, NC, US, is currently a President | Senior Wealth Advisor at Brightleaf Wealth Management. Brett Webb brings experience from previous roles at Merrill Lynch and Wells Fargo Advisors, LLC. With a robust skill set that includes Customer Retention, Financial Advisory, Investment Strategies, Sales Process, Relationship Management and more. Brett Webb has 2 emails and 1 mobile phone numbers on RocketReach.
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