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

When Brett’s grandfather passed away 15 years ago, there were hundreds of people in attendance at his funeral; he was a very loved and respected man. Many people approached Brett and shared stories illustrating what a good man his grandfather was and how he had positively impacted them and the community. This experience taught him that what you do on a daily basis leaves a lasting impression on people. As a result of this, and other lessons, Brett made the commitment to be an influence for good in the lives of others, to put relationships first, to always be honest and transparent in all his dealings, and to give 150% to everything he does. It’s these principles that inspire and drive Brett in his career as a financial planner.

 

For over a decade Brett has found great satisfaction in helping his clients create financial plans and strategies to eliminate the stress they feel concerning their financial futures. As the Managing Director in the Dallas Office of Forteris Wealth Management, Brett has a genuine desire to always do what’s best for his clients and help them achieve their goals, passions, and dreams.

 

Brett received his Bachelor’s Degree in Finance from Stephen F. Austin State University and a dual Master’s Degree in Finance and Personal Financial Planning from Texas Tech University. He earned his CFP and CFA designations in 2014 and 2017. Before becoming the Managing Director for Forteris Wealth, he worked for Altfest Personal Wealth Management and BNY Mellon in New York City.

 

In his free time, Brett enjoys spending time with friends and family, playing golf, and watching his beloved Cowboys and Texas Tech play football. He currently resides in Plano, Texas with his wife Janelle, who is his greatest support and inspiration.

NAPFA Start Date

February 24, 2020

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This Office

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