Steven Brett Email & Phone Number
Senior Vice President Financial Advisor @ Wealth Enhancement Group
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Steven Brett Location
- Melville, NY, US
Steven Brett Work
- 2025 -now Senior Vice President Financial Advisor @
- 2009 -2025 Branch Manager @
- 2009 -2025 President @
- 2009 -2025 Managing Director, Partner @
- 2003 -2009 Senior Financial Advisor @
- 1999 -2003 Nasdaq Market Maker and Institutional Trader @
Steven Brett Education
- Ithaca College
BS (Marketing)
1982-1986 - Manalapan High School
Steven Brett Skills
- Wealth Management
- Investments
- Strategic Financial Planning
- Estate Planning
- Succession Planning
- Mutual Funds
- Retirement
- Financial Services
- Wealth
- Series 7
- Investment Advisory
- Securities
- Qualified Retirement Plans
- retirement income planning
- Charitable Gift Planning
- Income Protection
- Wealth Preservation Planning
- Multi-generational wealth transfer
- Wine
- Jogging
- Football
- Athletics
- Health Program Planning
- Asset Managment
- Asset Allocation
- Finance
- Retirement Planning
- FINRA
- Financial Planning
- High Net Worth Individuals
- Bonds
- Asset Management
- Life Insurance
- Financial Advisory
- Multi Generational Wealth Transfer
Steven Brett Summary
- Steven Brett, based in Melville, NY, US, is currently a Senior Vice President Financial Advisor at Wealth Enhancement. Steven Brett brings experience from previous roles at Raymond James, Marcum Financial Services LLC, Marcum Wealth and Merrill Lynch. Steven Brett holds a 1982 - 1986 BS in Marketing @ Ithaca College. With a robust skill set that includes Wealth Management, Investments, Strategic Financial Planning, Estate Planning, Succession Planning and more. Steven Brett has 3 emails and 9 mobile phone numbers on RocketReach.
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Top Wealth Enhancement Group Employees
Debbie Grose
Senior Vice President
Folsom, CA, US
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Eric Weiss
Chief Growth Officer
San Francisco, CA, US
Bill Rice
Chief Legal Officer
Circle Pines, MN, US
Kelly Windorski
Chief Financial Officer
Saint Paul, MN, US
Kristopher Carroll
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Charlotte, NC, US
Eric Wulff
Senior VP-Financial Advisor
Cleveland, OH, US
Jim Trippon
Sr. Vice President
Houston, TX, US
Jerry Furciniti
Managing Director
Fairport, NY, US
Dawn Elmore
Chief People and Productivity Officer
Orange Park, FL, US
Tom Breiter
SVP Financial Advisor
Bradenton, FL, US
Ray Hawkins
Senior vice President, financial Planning
Warren, NJ, US
Margaret Towle
Senior Vice President-Financial Advisor
Saint Paul, MN, US
Jake Marshall
Managing Director
Great Neck, NY, US
Neil Leonard
SVP, Performance Marketing and Analytics
San Francisco, CA, US
Joe Dieckhaus
Chief Compliance Officer
Minneapolis, MN, US
David Carlson
President, Wealth Enhancement Trust Services
Madison, WI, US
Max Kayajanian
Managing Director
Los Angeles, CA, US
Steven Kaye
Managing Director
Warren, NJ, US
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