As the lead strategist and senior managing director, Brett works directly with corporate executive clients, business owners and high-net-worth clientele. Offering a unique blend of tailored investment solutions and straightforward advice, Brett provides wealth management solutions to investors who value a superior level of service from an experienced financial advisor.
He brings a deep understanding of a wide range of investments, including equities, fixed income, funds, outside money managers, options and alternative investments.
Brett has earned several recognitions within BB&T for his performance, including the Sterling Performers award, the John Sherman, Jr. Leadership award and membership in the firm’s Presidents council. Brett was recognized by the Triad Business Journal as one of its 40 Leaders Under Forty in 2016, and a "Top 400 Financial Adviser" by The Financial Times in 2017, 2018 & 2020.
In 2020, Brett was named one of the Top 1200 Financial Advisors in the U.S. for the third time by Barron's, ranking 3rd in his home state of North Carolina, up from 6th in 2019. Click here to learn more.
A passionate community volunteer and mentor, Brett is a past Board President for Big Brothers Big Sisters of Forsyth, Davie and Yadkin County. Since 2002, he has been awarded numerous accolades for his service with BBBS, including North Carolina Big Brother of the Year, Presidential Volunteer Service Lifetime Award, and the United Way Volunteer of the Year. He has also been awarded the National Mentoring Excellence Award by Investing News.
Brett is also the founder and board member of the LVH ALS Foundation, which raises money to fund ALS research. The LVH ALS Foundation has raised over $2,000,000 for ALS research since its founding in 2014, making it the largest donor to ALS research in North Carolina, and one of the largest in the Southeast U.S. Funds raised benefit The Duke University ALS Clinic, one of the most comprehensive ALS clinics in the world.
Brett serves as Chair of the Investment Committee of the Clemmons Community Foundation and is an active Board Member for the Centers of Aging and Rehabilitation of Florida, Inc. and the JDRF Piedmont Triad Chapter.
Sam Siceloff, Registered Client Service Associate