John Brazil

About John Brazil

M.B.A. in Finance from Southern Methodist University. B.A. in Economics from University of Texas. 2022-23 President of Texas Exes, Austin Chapter of the University of Texas Alumni Association. Premiere Circle Member, Dell Children\'s Trust. As a Certified Private Wealth Advisor® professional, I have expertise in advising ultra high net worth individuals on strategies to minimize taxes, maximize growth, and efficiently transfer wealth to the next generation.

Experience

1. Senior Relationship Advisor, Manager and Senior Vice President

   Northern Trust

   Jan 2018 — Present · Austin, TX, US

   As a Senior Relationship Advisor Manager, I oversee the planning and advisory practice for Northern Trust\'s private wealth management clients in Austin and greater central Texas. Our practice provides fiduciary, investment management, private banking, lending, and custody services to families with $5 million or more in net worth. Northern Trust serves clients in many fiduciary capacities, including as trustee, agent for trustee, executor of estates, custodian, and investment manager for assets. I provide clients comprehensive advice on financial planning, wealth transfer strategies, and estate planning techniques. Through the Goals Driven Wealth Management planning process I advise clients on how to align assets with lifestyle, family, and philanthropic goals. Additionally, I specialize in cash flow modeling and preparing the next generation of families to be responsible stewards of wealth through the Essentials financial education curriculum.

Education

• The University of Texas at Austin

  Bachelor's degree

• Southern Methodist University

  Master of Business Administration (MBA)

  2010 — 2012