Brett Broyles

Gestionnaire de Portefeuille-Actions chez

Creative Planning LLC

Consumer Services

Finance

Profil

Currently, Brett Thomas Broyles is Partner & Private Wealth Manager at Creative Planning LLC.
He is running a national practice working with clients to develop a cohesive strategy to meet their most complex goals and financial needs.
His comprehensive approach helps solve wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, insurance and charitable planning.
Prior to joining Creative Planning, Mr. Broyles worked for a major national financial company as a Vice President, Senior Account Executive and the majority of his career was spent working with individual clients assisting them with their financial needs.
He received a Bachelor of Arts degree in Communications from Texas Tech University and graduated with a Masters of Business Administration degree from the University of Dallas.

Postes actifs de Brett Broyles

Sociétés	Poste	Début
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Gestionnaire de Portefeuille-Actions	01/10/2011

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Entreprise privées	3
Texas Tech University Texas Tech University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Dallas University of Dallas Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Finance