• Instagram
  • LinkedIn Social Icon

Copyright © 2019 Wealth Partners Alliance - All Rights Reserved.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.    

 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.    

 

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.  Wealth Partners Alliance is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc..   

 

© 2019 Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC    |   Legal Disclosures   |   Privacy Policy   |   Terms of Use

brokercheck.jpg

Partner

Brittany leads our institutional business where she is dedicated to serving our retirement plan clients. She is responsible for identifying and developing strategic partner relations and driving new business opportunities. She delivers advanced retirement plan consulting services to corporate clients and has earned the Accredited Investment Fiduciary (AIF®) designation. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard.

 

Brittany is involved with the National Association of Plan Advisors (NAPA), serving on the Women’s Initiative Committee that is focused on addressing the challenges and opportunities of women in the industry, both personally and professionally.  She is passionate about educating women on wealth and empowering them through investment knowledge. She believes that in order to build women’s confidence and financial literacy, we should be comfortable talking about money and investing. Therefore, she started a round table series, named Coffee Talk, to begin those conversations and help get women engaged in the conversation.

 

Brittany and her husband, Terry, live in Dallas and have two kids, Sayre and Elle. When she’s not at the park with her toddlers, she enjoys running at White Rock Lake, exploring new restaurants in Dallas, and traveling. She serves in the community at Ronald McDonald House of Dallas and is a member of the Junior League of Dallas. She and her husband are members of First Baptist Church in Dallas.