Brett Rodriguez

Brett Rodriguez is a highly accomplished financial professional currently working at Morgan Stanley.1 3 He holds multiple roles and certifications, showcasing his expertise in wealth management and financial advisory services.

Professional Roles

Brett Rodriguez's current positions at Morgan Stanley include:

First Vice President
Senior Portfolio Manager
Financial Advisor
Alternative Investments Director
Lending Specialist
Financial Planning Specialist1 2

Certifications and Expertise

Rodriguez has obtained several professional designations, demonstrating his comprehensive knowledge in financial management:

Certified Investment Management Analyst (CIMA®)
Certified Private Wealth Advisor (CPWA®)
Chartered Retirement Planning Counselor (CRPC®)1 3

Areas of Focus

Brett Rodriguez specializes in various aspects of financial management and planning, including:

Equities and fixed income
Portfolio management
Retirement planning
Pre & Post IPO planning
Mergers & Acquisitions
Tax management strategies
Alternative investments
529 planning1

Client Services

He provides comprehensive financial advice to high net worth and ultra-high net worth individuals, families, businesses, and foundations. His services encompass retirement planning, 401(k) rollovers, education planning, estate/tax planning strategies, and investment planning strategies, among others.1

Additional Skills

Rodriguez is fluent in Spanish (native speaker) and has full professional proficiency in Portuguese. He is known for his strong critical and creative thinking skills, as well as his ability to develop business insights and build consultative relationships with senior management.1