Wealth Advisor
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Brittany has been helping wealthy families identify and achieve their financial goals for over seven years. She assists her client families by providing investment advisory services, financial planning and other family office services. Additionally, Brittany has substantial experience in capital sufficiency planning and analysis. Prior to joining TFO Phoenix, Inc. she was a Senior Associate at GenSpring Family Offices where she focused on managing and serving client families.
Brittany received her Bachelor of Science degree in Finance from San Diego State University. Brittany holds a Series 65 license.
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