Brett Bartkiewicz Email & Phone Number

Avon, Ct, Us

Avon, Connecticut, United States

Brett stands out as dedicated advisor who brings a personalized touch to his client relationships, catering to retirees, business owners, executives and high-net-worth individuals. What sets Brett apart is his unwavering commitment to delivering exceptional care and attention to all of his clients.With a proactive approach, Brett conducts portfolio reviews and collaborates with clients to implement tailored strategies that are aligned with their financial goals. His aim is to foster financial stability to his clients, providing them with the confidence that comes from knowing a trustworthy advisor is diligently managing their accounts while acting in their best interests. Prior to joining Raymond James, Brett served as Vice President, Private Client Advisor at TD Private Client Group, Regional Vice President at Mercer Advisors, and Vice President and Wealth Advisor at Wellesley Investment Advisors. Outside of his professional endeavors, Brett is deeply involved with his community, having coached youth sports and is active in his local church. He also enjoys playing golf and spending time at the beach during the summer months. Brett and his wife, Christina, currently reside in Avon, CT. They have four children, Brynn, Ryan, Brooke and Trey.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Crescent Point Private Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services

Hartford, Connecticut Area

East Region

Wellesley, Ma