Brett began his career at Stifel and spent 7 years as a taxable bond trader, serving the firm’s retail clients and helping with their fixed income needs. His areas of expertise were corporate bonds, agency bonds, CDs and mortgage-backed bonds. In October 2008, he accepted an opportunity with Wunderlich Securities as an Institutional Fixed Income sales specialist and in 2012, took on the retail clients of a retiring advisor, creating a dual role at the firm.
I realized that it is much more satisfying for me professionally to work closely with individual investors and families than institutions, leading me to pursue a career in Wealth Management at TheBank.
I have lived in the Metro East for almost 20 years, and love being part of the Edwardsville/Glen Carbon community. It is a unique region that has grown tremendously in the time I have spent here, and TheBANK has had a tremendous impact on its growth and success during that time. A genuine community bank, TheBANK’s successes are truly successes for the entire community, and I look forward to serving my neighbors in that capacity.
Balancing my professional passions with my personal ones and prioritizing the needs of my family, while adding value to my clients is what success means to me. When my clients have a complete understanding of their financial plan and a lack of anxiety about how they will achieve their goals, I consider them successful clients. Honest communication, especially during times of market volatility, is key in reminding clients that they have a long-term financial plan in place and that plan includes times of upheaval or complacence in global markets.
My goal is to develop trust over a period of time through honest communication with my clients. Every client’s financial journey is different, and not every journey is at the same waypoint. I find it very rewarding to pinpoint exactly where a client stands – what they can do to get where they want to be, and how I can assist them in getting there.
My professional history in bond investing has taught me that patience is integral to successful financial planning. I have no idea where the S&P 500 will be next year, but I do know that interest, dividends, capital appreciation and portfolio diversity each play a major role in helping clients to meet their objectives over time.