Suggestions
Brett Grimes
Managing Director - Investments at Wells Fargo Advisors
Brett Grimes is a Managing Director - Investments at The Venture Strategies Group of Wells Fargo Advisors, based in Santa Barbara, California.1 He has been in this role since March 2019, bringing over 30 years of experience in the financial industry.1
Prior to joining Wells Fargo Advisors, Brett held the position of Executive Director at Morgan Stanley from July 2008 to March 2019.1 He also served as a Senior Vice President at UBS for 18 years, from June 1990 to July 2008.1
Brett Grimes has a strong educational background, having graduated from the University of California, Los Angeles with a BA in economics.2 Throughout his career, he has received recognition for his expertise in financial advising. In 2015 and 2016, he was named to Barron's magazine's list of the top 100 financial advisors in California.2
In addition to his professional achievements, Brett is actively involved in philanthropic efforts in the Santa Barbara community. He supports various organizations, including the Dream Foundation, Storyteller Children's Center, CALM (Child Abuse Listening Mediation), and Transition House.2