Brett focuses on retirement strategies for businesses and individuals. He provides portfolio strategies, guidance and financial education for clients and their families. He is also responsible for insurance planning, relationship management, business development, as well as derivative strategies. He has been in the financial services industry for over 13 years and joined Merrill in 2012.īrett helps clients see beyond their immediate financial concerns to achieve a greater vision of how they can use their financial resources to bring fulfillment to their lives. If you have questions regarding your particular situation, please contact your legal or tax advisor.īrett Wilson, CFP® CRPS, Vice President and Wealth Management Advisor, with Merrill Lynch Wealth Management in Augusta, Georgia. This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. Finance: Bringing it all together and defining your financial goals.Work: Working in retirement, selling or starting a business.Giving: Volunteering, mentoring others and giving to charities.Leisure: Spending your free time in meaningful ways.Family: Taking care of your family and other people in your life.Home: Upsizing, downsizing, remodeling or buying a vacation home.Health: Managing healthcare expenses, now and in the future.So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities. We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Focus On Individuals, Families and Small Businesses
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