Brett Wooten

Series 6, 63, 65, 26

Brett serves a wide spectrum of busy individuals and families who want to take control of their financial future and are looking for a partner to guide them. He strives to put clients first by using innovative thinking and is committed to ensuring clients feel they are making progress toward their financial goals. He is dedicated to goals-based investing and believes it is better to plan five years too early than five minutes too late.

With nearly 15 years of experience in the financial services industry, Brett holds the FINRA Series 6, 63, 65, and 26 professional licenses, as well the variable annuity license.  He earned his bachelor’s degree in business administration from Oglethorpe University in Brookhaven, Georgia, where he played collegiate soccer. This experience taught him the values of hard work and discipline, which he brings to his role as a financial advisor today.

Brett lives in Atlanta with his wife, Jess and their two sons, Landon and Preston. Outside of the office, he is an avid sports fan. He is an Atlanta United fan and still plays recreational soccer. He enjoys spending time with his family and is actively involved in their church.