Brent brings over 24 years of experience as a Registered Investment Adviser, specializing in portfolio management, tax-efficient retirement income strategies, and wealth preservation. His approach focuses on taking the least amount of risk necessary to help clients achieve their financial goals with confidence.
Before founding Burgesser Wealth Management in 2012, Brent held senior roles at some of the nation’s most respected financial firms. He spent eight years with Merrill Lynch, four years within the Private Client Group at Morgan Stanley, and served as Senior Vice President of Investments at Wells Fargo Advisors. His career began in 1999 with PaineWebber (now UBS) in Scottsdale, Arizona.
Brent earned his bachelor’s degree in Business and Communications from The University of Oklahoma. As a cancer survivor, he brings a personal understanding of how health, life, and financial security are deeply connected. He remains active in supporting the American Cancer Society, the Brain Tumor Society, the Leukemia & Lymphoma Society, and currently supports the Atlanta Cancer Care Foundation (ACCF). Brent is also a member of the Investments & Wealth Institute and is pursuing his Retirement Management Advisor® (RMA®) certification to further serve his clients' retirement planning needs.
Brent and his wife, Colleen, now reside in Atlanta, Georgia, to be closer to family and friends after living in Arizona and Texas. They share their home with their 9-pound Maltipoo, Buttercup, and are proud supporters of the ASPCA. Outside of work, Brent enjoys reading, teaching, and spending time with his family watching movies.