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 @ Wealth Enhancement Group
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2009 - 2025 Branch Manager @ Raymond James
2009 - 2025 President @ Marcum Financial Services LLC

2009 - 2025 Managing Director, Partner @ Aurum Wealth Management
2003 - 2009 Senior Financial Advisor @ Merrill Lynch
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1999 - 2003 Nasdaq Market Maker and Institutional Trader @ Goldman Sachs

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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

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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 2 mobile phone numbers on RocketReach.

Steven Brett Emails

Found 3 emails

Steven Brett Phone Numbers

Found 6 phone numbers

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