Brett Fry
Managing Director at Forteris Wealth Management | Dallas, Texas, United States
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As the Managing Director at Forteris Wealth Management, Brett Fry leverages his extensive expertise in wealth management to guide both individual and institutional clients through the complexities of financial planning. With a focus on the Dallas-Fort Worth area, Brett oversees a dynamic team dedicated to crafting customized investment portfolios and comprehensive wealth management strategies. His approach is deeply client-centric, ensuring that each financial plan aligns with the unique goals and aspirations of business owners, corporate executives, retirees, and young professionals alike.
Brett’s key projects often involve developing tailored asset allocation strategies that not only optimize investment performance but also mitigate risk in volatile markets. His proficiency in portfolio management allows him to navigate diverse asset classes, ensuring that clients' investments are well-positioned to achieve long-term growth. Additionally, Brett is committed to retirement planning, helping clients prepare for a secure financial future through strategic savings and investment initiatives.
His wealth of knowledge in financial planning is complemented by a keen understanding of market trends, enabling him to provide insightful guidance that empowers clients to make informed decisions. Brett’s dedication to fostering strong relationships with his clients is evident in his hands-on approach, where he actively engages in regular reviews and adjustments to their wealth management plans. Under his leadership, Forteris Wealth Management continues to thrive as a trusted partner in the financial success of its clients, reflecting Brett's unwavering commitment to excellence in the wealth management industry.
Managing Director at Forteris Wealth Management in February 2020 to Present
Wealth Manager at BNY Mellon Wealth Management in March 2018 to June 2019
Associate Wealth Manager at BNY Mellon Wealth Management in September 2016 to March 2018
Wealth Advisor at Forteris Wealth Management in August 2014 to September 2016
Financial Advisor at Altfest Personal Wealth Management in January 2014 to July 2014
Financial Planning Associate at Altfest Personal Wealth Management in December 2012 to January 2014
Client Services Manager at Blake | Cooper Financial Strategies in October 2010 to November 2012
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Wealth Management
Investments
Portfolio Management
Asset Management
Asset Allocation
Retirement Planning
Financial Planning
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Discover more about Forteris Wealth ManagementWhat is Brett Fry email address?
Email Brett Fry at [email protected] and [email protected]. This email is the most updated Brett Fry email found in 2026.
How to contact Brett Fry?
To contact Brett Fry send an email to [email protected] or [email protected]. (updated on October 24, 2024)
What company does Brett Fry work for?
Brett Fry works for Forteris Wealth Management
What is Brett Fry's role at Forteris Wealth Management?
Brett Fry is Managing Director
What is Brett Fry's Phone Number?
Brett Fry's phone (214) ***-*186
What industry does Brett Fry work in?
Brett Fry works in the Financial Services industry.
Brett Fry Email Addresses
Brett Fry Phone Numbers
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