Brett McAvoy
Independent Branch Leader and Financial Consultant
- Role
- Independent Branch Leader at Charles Schwab
- Location
- Mesa, AZ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Brett McAvoy
Fee-based asset management, Separately Managed Accounts, Alternative Investments. Fluent in Portuguese, proficient in Spanish
Experience
Independent Branch Leader
Apr 2023 — Present · Mesa, AZ, US
Skills
- Investments
- Series 65
- Wholesaling
- Investment Advisory
- Mutual Funds
- Estate Planning
- Public Speaking
- Strategic Financial Planning
- Fixed Annuities
- Series 7
- 401k Rollovers
- Retirement Planning
- Annuities
- Financial Advisory
- Financial Planners
- Series 6
- Alternative Investments
- Separately Managed Accounts
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