Bret Cleveland began his career in banking in 1994 with Citigroup and joined WellsFargo Investments as a financial consultant in 1996. In 2009, Bret transitioned to Morgan Stanley Smith Barney* as a First Vice President and Financial Advisor.
Bret works closely with clients to develop and implement integrated financial plans that leverage his own experience and that of Morgan Stanley’s analysts.
Professional Philosophy
- With 25 years of investing experience in a variety of market environments, Bret’s knowledge allows him to customize and maintain diversified portfolios based on a thorough understanding of the potential effects of existing economic and market conditions.
- Bret’s investment philosophy is to assess the risks and opportunities that fit each client’s distinct investment personality and goals. His methodology revolves around listening carefully to his clients to establish a clear understanding of their wants and needs. He applies a holistic approach toward portfolio building, looking at a client’s life picture to determine the most effective way of reaching his/her stated goals.
Services Include
- 401(k) Rollovers
- Professional Portfolio Management
- Financial Planning
- Wealth Management
- Trust Accounts
- Structured Products
- Wealth Planning
- Municipal Bonds
- Annuities
- Retirement Planning
- Life Insurance
- Long-term Care Insurance
Securities Agent: GA, MA, HI, CO, AZ, ID, NY, FL, IA, SC, CA, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1296112
CA Insurance License #: #0B91382