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portrait of Brett Laney
FINANCIAL ADVISOR

Brett Laney

CFP®, AAMS™
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Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving
  • Employee Stock Options
  • Intergenerational Planning

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Golfing
  • Music

Team Members

  • team member image
    Nathan Lovelady
    Associate Financial Advisor
  • team member image
    Jennifer Colvin
    Sr. Branch Office Administrator
  • team member image
    Kate Russell
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

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