Brett Cloe, Cfp®
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Brett Cloe, Cfp® Email & Phone Number

Associate Director, Wealth Advisor at Cresset
Location: Atlanta, Georgia, United States 6 work roles 1 school
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Current company
Cresset
Role
Associate Director, Wealth Advisor
Location
Atlanta, Georgia, United States
Company size
442 employees

Who is Brett Cloe, Cfp®? Overview

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Quick answer

Brett Cloe, Cfp® is listed as Associate Director, Wealth Advisor at Cresset, a with 442 employees, based in Atlanta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Brett Cloe, Cfp®.

Brett Cloe, Cfp® previously worked as Associate, Wealth Advisor at Cresset and Retirement Plan Specialist intern at Cbiz. Brett Cloe, Cfp® holds Bachelor Of Science - Bs In Economics, Finance And Economics Major from John Carroll University.

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Email format at Cresset

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Cresset

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Profile bio

About Brett Cloe, Cfp®

Brett Cloe, Cfp® is a Associate Director, Wealth Advisor at Cresset. He is proficient in Spanish.

Current workplace

Brett Cloe, Cfp®'s current company

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Cresset
Cresset
Associate Director, Wealth Advisor
Atlanta, GA, US
Website
cressetcapital.com
Employees
442
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6 roles

Brett Cloe, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate Director, Wealth Advisor

Cresset

Atlanta, Ga, Us

Associate, Wealth Advisor

Current
Cresset

Atlanta, Georgia, United States

Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

Jun 2022 - Present

Retirement Plan Specialist Intern

Cbiz

Independence, Ohio, United States

- Assisted team of advisors and analysts in generating client portfolio reports- Supported executive team of advisors in handling prospective clients, client proposals, and client plans

Dec 2021 - Feb 2022

Financial Advisor Intern

Nca Financial Planners

Mayfield Heights, Ohio, United States

- Assisted team of advisors in balancing and reallocating clients’ portfolios- Attended client meetings conducted by advisors; worked in a paraplanner capacity by assisting in notetakingas well as client follow-ups- Created & presented personal financial plan under the direct supervision & assistance from a Baron’s Top 100 & Forbes “Best-In-State” team of financial advisors

Jun 2021 - Aug 2021

Summer Intern

Measured Marketing, Inc.

Chicago, Illinois, United States

- Processed daily reports and supervised automation sequences. - Shadowed account managers, and attended weekly team meetings-Generated specified counts upon requests from account managers

May 2020 - Aug 2020

Summer Intern

Lake Zurich Area Chamber Of Commerce (Lzacc)

Lake Zurich, Illinois

-Assisted in planning/executing chamber events; Created marketing videos for chamber website-Researched member statuses and proposed new membership fees to optimize member retention

May 2019 - Jul 2019
Team & coworkers

Colleagues at Cresset

Other employees you can reach at cressetcapital.com. View company contacts for 442 employees →

TJ Tara Jones, Cgsp® Tara Jones, Cgsp® Colleague at CressetUnited States View → TF Tom Frasier Tom Frasier Colleague at CressetDenver, Colorado, United States View → JR Joshua Ravichandran Joshua Ravichandran Colleague at CressetAnn Arbor, Michigan, United States View → DR Dana Rodriguez Dana Rodriguez Colleague at CressetProvidence County, Rhode Island, United States View → PS Phil Strohm Phil Strohm Colleague at CressetWayzata, Minnesota, United States View → LC Lane Crall Lane Crall Colleague at CressetJupiter, Florida, United States View → MD Matt Delricco, Cfa Matt Delricco, Cfa Colleague at CressetPhiladelphia, Pennsylvania, United States View → ML Mallory Lazer Mallory Lazer Colleague at CressetGreater Chicago Area, United States View → PD Patrick Drolet Patrick Drolet Colleague at CressetSan Francisco, California, United States View → JA John Allen, Cfp® John Allen, Cfp® Colleague at CressetAtlanta, Georgia, United States View →
1 education record

Brett Cloe, Cfp® education

FAQ

Frequently asked questions about Brett Cloe, Cfp®

Quick answers generated from the profile data available on this page.

What company does Brett Cloe, Cfp® work for?

Brett Cloe, Cfp® works for Cresset.

What is Brett Cloe, Cfp®'s role at Cresset?

Brett Cloe, Cfp® is listed as Associate Director, Wealth Advisor at Cresset.

Where is Brett Cloe, Cfp® based?

Brett Cloe, Cfp® is based in Atlanta, Georgia, United States while working with Cresset.

What companies has Brett Cloe, Cfp® worked for?

Brett Cloe, Cfp® has worked for Cresset, Cbiz, Nca Financial Planners, Measured Marketing, Inc., and Lake Zurich Area Chamber Of Commerce (Lzacc).

Who are Brett Cloe, Cfp®'s colleagues at Cresset?

Brett Cloe, Cfp®'s colleagues at Cresset include Tara Jones, Cgsp®, Tom Frasier, Joshua Ravichandran, Dana Rodriguez, and Phil Strohm.

How can I contact Brett Cloe, Cfp®?

You can use AeroLeads to view verified contact signals for Brett Cloe, Cfp® at Cresset, including work email, phone, and LinkedIn data when available.

What schools did Brett Cloe, Cfp® attend?

Brett Cloe, Cfp® holds Bachelor Of Science - Bs In Economics, Finance And Economics Major from John Carroll University.

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