BRETT BENNETT, AWMA®, CRPC®

Financial Advisor

Address: 3280 PEACHTREE ROAD NORTHEAST, SUITE 300 , ATLANTA , GA 30305
Call: 404-842-9096  |  800-241-1910    Fax: 404-240-5453
Email: Brett.Bennett@wellsfargoadvisors.com Compose mail in a new window

My Background

Brett brings a wealth of knowledge and expertise to the Oak Valley Wealth Management Group of Wells Fargo Advisors, having joined the team in 2019 following a distinguished career in technology consulting. Graduating with honors from Elon University, he holds a double major in Finance and Entrepreneurship.<br/><br/>Brett has demonstrated his commitment to excellence by earning his Accredited Wealth Management Advisor (AWMA) and his Chartered Retirement Planning Counselor (CRPC) designations. As a member of the Oak Valley Wealth Management Group, Brett takes a leadership role in client engagement, offering highly personalized strategies that address each client's unique financial goals. He specializes in the development and implementation of comprehensive retirement planning solutions, conducts thorough portfolio evaluations, and provides sophisticated investment analysis to optimize wealth preservation and growth. His approach integrates meticulous attention to detail and a deep understanding of market trends to help clients navigate complex financial landscapes with confidence.<br/><br/>Outside of the office, Brett enjoys traveling with family and friends and spending quality time on the golf course. He proudly serves as a devoted supporter for the Special Olympics and is actively engaged with his community. Brett and his wife Allison, along with their cherished Golden Retriever Charlie, call Sandy Springs, GA home.

My Education & Credentials

  • Elon University - BSBA - Finance & Entrepreneurship
Securities Registered in the following states: AL, CA, CO, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WI, WV, WY
BRETT BENNETT: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Georgia : ATLANTA Branch