Brett Goldstein

Senior Vice President of Wealth Management @Raymond James

New York, NY, US

As a senior wealth management advisor and Certified Financial Planner™ (CFP®) professional. I believe the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time. Through that shared understanding, I work hand in hand with clients and their families over the years to develop and hone their personal, professional, and financial goals together. I believe a client’s objectives and values should drive the financial planning process, and that success in achieving these objectives starts with developing a comprehensive plan. By focusing on the small details, Creating a customized strategy that addresses the big picture with clients. Whether it be accumulating wealth, investing for income, saving for college, or developing a distribution plan, my team and I prioritize proper asset allocation and diversification to preserve capital while growing to prepare for their clients’ individual and multi-generational aspirations.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements

University of Virginia

BA