Brett Freese
Principal and Financial Advisor with the FDM Group at TrustWell Financial Advisors
- Role
- Principal and Financial Planner Investment Manager at Trustwell Financial Advisors
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brett Freese
Brett became a financial advisor because of his great interest in investing and…
Experience
Principal and Financial Planner Investment Manager
Jan 2009 — Present
Independent, Fee-Only Financial Planner
Education
Florida Southern College
BS, Finance, Marketing
1989 — 1993
Rutgers University
MBA, Finance
1996 — 2000
Florida Southern College
Bachelor's degree, Finance, General
Skills
- Asset Management
- Securities
- Financial Planning
- Retirement Planning
- Investments
- Wealth Management
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