Brittany Webb
Wealth Manager, Cerity Partners
- Role
- Principal-wealth Manager at Cerity Partners
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Brittany Webb
I work with ultra-high-net-worth families, executives, and entrepreneurs navigating complex financial lives through a multi-family office approach. My focus is helping clients make thoughtful decisions around investments, tax strategy, equity compensation, estate planning, and generational wealth. I believe financial planning should be proactive and integrated, aligning investments, taxes, and long-term goals into a strategy that evolves as life and opportunities change.
Experience
Principal-wealth Manager
Jan 2024 — Present · Philadelphia, PA, US
Advise ultra-high-net-worth clients on comprehensive wealth strategies, including estate planning, tax efficiency, investment management, and legacy planning-Lead the expansion of workplace financial planning programs by forming strategic partnerships with corporate leadership and HR teams-Develop and implement customized employee benefit programs, enhancing financial wellness and strengthening corporate retention strategies
Education
Texas Christian University
Bachelor of Business Administration (BBA), Finance, Real Estate
Western Governors University
Master of Business Administration
Skills
- Stacking Plans
- Public Speaking
- Teamwork
- Research
- Microsoft Excel
- Powerpoint
- Insightly
- Microsoft Word
- Microsoft Publisher
- Microsoft Office
- Leadership
- Social Media
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