Brett Fry (CFA, CFP®)

Brett Fry focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Generation X
  • Millennials
  • Retirement Plan Investment Advice

Planning Specialties

As the Managing Director for our Dallas office, it is my job to gain a thorough understanding of your current financial situation and where you would ultimately like to go.  Through comprehensive financial planning and investment management, we will devise a plan that will help you achieve the financial freedom that you deserve.   

Additional Information

Brett is the Managing Director of our office in Dallas, TX. In his current role, Brett oversees all aspects of client relationships whether that be creating financial plans, managing investment portfolios, or coordinating tax, estate, or insurance strategies with other professionals in this network. Brett’s expertise in portfolio management, planning for the sale of a business, managing concentrated stock positions and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions.

 

Prior to rejoining Forteris Wealth Management, Brett worked for BNY Mellon in New York City as a Wealth Manager.  In this role, Brett worked with both institutional clients and high net worth individuals to design customized portfolios that help meet their stated investment objectives.  In his previous term with Forteris, Brett was a Wealth Advisor.  In this role he oversaw Financial Planning related analyses across the firm’s clients base as well as the day to day management of the firm’s fixed income holdings. Brett was also a Financial Advisor at Altfest Personal Wealth Management in New York City where he had similar responsibilities with the firms fixed income holdings.  In this role, he was also in charge of managing client portfolios and formulating comprehensive wealth management plans. 

 

Before moving to New York City, Brett graduated from Texas Tech University with an M.B.A. in Finance and an M.S. in Personal Financial Planning.  Brett also has a B.B.A. in Finance from Stephen F. Austin State University.  Brett holds the Certified Financial Planner™ designation as well as the coveted Chartered Financial Analyst designation.  Brett is also a NAPFA Registered Financial Advisor.

NAPFA Start Date

February 24, 2020

Submit
Submit

This Office

13155 Noel Rd Ste 830 Dallas, TX 75240-5028 Phone: (972) 777-6910