Brett Sperin
Regional Vice President at Mercer Advisors | Tampa, Florida, United States
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Brett Sperin serves as the Regional Vice President at Mercer Advisors, where he plays a pivotal role in driving the firm’s growth and enhancing client relationships across his region. With a focus on comprehensive financial planning and investment management, Brett leverages his extensive expertise in sales management and team leadership to foster a culture of excellence within his team. His commitment to the fiduciary standard ensures that clients receive tailored advice that aligns with their unique life goals and financial aspirations.
At Mercer Advisors, Brett is currently spearheading several key projects aimed at expanding the firm’s reach and improving client engagement. These initiatives include the development of innovative financial planning tools and resources that empower clients to take charge of their financial futures. By integrating cutting-edge technology with personalized service, Brett is enhancing the client experience and reinforcing Mercer Advisors' reputation as a leader in the wealth management industry.
Brett's background in change management equips him to navigate the evolving landscape of financial services, ensuring that his team remains agile and responsive to market trends. His collaborative approach fosters strong relationships not only within his team but also with clients, as he believes that open communication is essential to understanding and meeting their needs. With a client base of over 30,000 nationwide, Brett is dedicated to improving the lives of clients both today and through their retirement, embodying Mercer Advisors' mission of providing holistic wealth management solutions.
Regional Vice President at Mercer Advisors in October 2023 to Present
VP | Senior Financial Advisor | Manager at Empower in October 2021 to October 2023
VP | Financial Advisor at Personal Capital in August 2019 to October 2023
VP | Financial Advisor at Fisher Investments in May 2018 to July 2019
Financial Adviser at E*TRADE in October 2014 to January 2018
Financial Adviser at Morgan Stanley in February 2013 to October 2014
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Sales
Sales Management
Change Management
Team Leadership
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Discover more about Mercer AdvisorsWhat is Brett Sperin email address?
Email Brett Sperin at [email protected] and [email protected]. This email is the most updated Brett Sperin email found in 2026.
What is Brett Sperin phone number?
Brett Sperin phone number is +16318966503.
How to contact Brett Sperin?
To contact Brett Sperin send an email to [email protected] or [email protected]. If you want to call Brett Sperin try calling on +16318966503.
What company does Brett Sperin work for?
Brett Sperin works for Mercer Advisors
What is Brett Sperin's role at Mercer Advisors?
Brett Sperin is Regional Vice President
What industry does Brett Sperin work in?
Brett Sperin works in the Financial Services industry.
Brett Sperin Email Addresses
Brett Sperin Phone Numbers
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