Private Wealth Advisor
Brett brings 30 years of financial industry experience to MONECO Advisors, LLC. Prior to joining MONECO, Brett was a Managing Director with Connecticut Financial Group, operated his own firm for over a decade and worked for A.G. Edwards for 15 years.Working in an advisory capacity, Brett uses disciplined asset and management diversification to work towards long-term investment time horizons. For more than fifteen years, Brett has focused on developing an Advisory business utilizing LPL Financials’ industry leading resources and platform. His work encompasses individual retirement plans and pension plans. Diversification is key to helping his clients pursue their goals, so Brett pays special attention to each client's personal risk tolerance, time horizon and investment objectives. Brett holds several registrations through LPL Financial, including Series 3, 7, 24 and 63, and Series 65.
Brett Lives in Trumbull, CT with his wife Sara and two children, Nate and Pete. Brett is a board member of a high-tech start-up company and is proud to volunteer his time for the Greater Bridgeport Youth Orchestras, the Fairchild-Wheeler Interdistrict Magnet STEM high school 501(c)3, and for the Independent WPKN Radio in Bridgeport.