Registered Sales Assistant
Brette joined Professional Wealth Associates in January 2021 as a Registered Financial Assistant. In her role, Brette is responsible for new business processing including client set-up, new account processing, and account transfers. She is also responsible for ongoing client service including responding to account related questions.
Just prior to joining PWA Brette spent seven years servicing clients, processing business, and managing firm revenue for a boutique financial services firm on Long Island. It was there that she passed the FINRA Series 11 Exam which licensed her as a Registered Sales Assistant with the ability to process securities orders.
Brette started her financial services career in 1998 as an Order Processing Clerk at Kirlin Securities before being promoted to Assistant Operation Manager. In her capacity, Brette oversaw the creation of the team that ran the company’s first Initial Public Offering.
Brette resides in Holbrook, NY with her husband and three children.