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Business Experience

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.

Recognition and Awards

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 second year in a row by Barron's, ranking 3rd in his home state of North Carolina, up from 6th in 2019. Click here to learn more. 


  • BSBA, Major - Finance, Insurance and Real Estate, 1999, Appalachian State University
  • Investment Advisor Representative

Licenses and Registration

  • Series 7 securities registration
  • Series 9 securities registration
  • Series 10 securities registration
  • Series 63 securities registration
  • Series 65 securities registration
  • Series 31 securities registration
  • Variable life and annuity insurance licenses 
  • Disability insurance
  • Health insurance
  • Life insurance
  • Investment Advisor Representative

Community Service

A passionate community volunteer and mentor, Brett received the 2007 Forsyth County United Way Volunteer of the Year award, the Investment News’ Community Leadership award, and is a past president of Big Brothers Big Sisters of Forsyth, Davie and Yadkin counties.

In 2014, Brett founded The LVH ALS Foundation in honor of his stepfather, Larry V. Hughes. The foundation has quickly become one of the largest ALS research-based fundraisers in the area, contributing more than $2,000,000 to fund ALS research at Duke University.

Brett is also an active board member of the Clemmons Community Foundation and serves as chair of the Investment Committee.


Brett and his wife, Wendy, have been married since 2000 and have two children, Riley and Berkley. Brett enjoys hunting, fishing and golfing.

Client Service Associate

Sam Siceloff, Registered Client Service Associate
(336) 726-8278

Brett Hoge

Senior Managing Director
Financial Advisor


Winston-Salem, NC

110 South Stratford Rd., STE 400
Winston-Salem, NC 27104
P: (336) 726-8279

Publications of Interest