Brett King
Sr. Vice President Investments at Elite Financial Associates | Tampa, Florida, United States
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Brett King serves as the Senior Vice President of Investments at Elite Financial Associates, where he leverages his extensive background in financial planning to enhance the services offered by CPA firms and tax professionals. Since 2014, Brett has been dedicated to fostering a collaborative environment through his Team-Based Model approach, which emphasizes proactive and holistic planning for small business owners. His expertise lies in bridging the gap between financial advisors and tax professionals, ensuring that clients receive comprehensive strategies that address both their financial and tax needs.
In his role, Brett is instrumental in key projects that focus on risk mitigation for CPA firms. By reducing the risks associated with client referrals to third-party services, he empowers tax professionals to offer a more integrated suite of financial solutions. His commitment to building strong partnerships allows him to deliver tailored investment strategies that align with the unique goals of each client. Brett’s proficiency spans various areas, including retirement planning, wealth management, and securities, making him a valuable resource for both clients and professionals in the financial services industry.
With a keen understanding of the nuances of finance, banking, and insurance, Brett is adept at navigating complex financial landscapes. His ability to communicate effectively with CPA firms ensures that clients receive cohesive advice that maximizes their financial potential. As he continues to drive innovation at Elite Financial Associates, Brett remains focused on enhancing the collaborative efforts between financial advisors and tax professionals, ultimately leading to better outcomes for small business owners.
Sr. Vice President Investments at Elite Financial Associates in January 2009 to Present
Vice President Investments at J.P. Turner & Co. LLC in March 2010 to August 2015
Vice President Investments at Wells Fargo in March 2000 to January 2009
Vice President Investments at A.G. Edwards & Sons, Inc. in July 1995 to March 2000
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Retirement Planning
Investments
Tax Planning
Financial Planning
Financial Analysis
Finance
Banking
Financial Services
Wealth Management
Asset Management
Equities
Mutual Funds
Insurance
Fixed Annuities
Securities
Retirement
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Discover more about Elite Financial AssociatesWhat is Brett King email address?
Email Brett King at [email protected]. This email is the most updated Brett King email found in 2026.
What is Brett King phone number?
Brett King phone number is +17274211687 and +17168168087.
How to contact Brett King?
To contact Brett King send an email to [email protected]. If you want to call Brett King try calling on +17274211687 and +17168168087. (updated on October 30, 2024)
What company does Brett King work for?
Brett King works for Elite Financial Associates
What is Brett King's role at Elite Financial Associates?
Brett King is Sr. Vice President Investments
What industry does Brett King work in?
Brett King works in the Financial Services industry.
Brett King Email Addresses
Brett King Phone Numbers
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