Brittany assists the team with the on-boarding of new client relationships and also facilitates client events and educational seminars for the team. She assists clients’ children with the objective of achieving their financial and investment goals. She holds the CERTIFIED FINANCIAL PLANNERTM certification and the Chartered Retirement Planning CounselorSM (CRPC®) designation. Prior to Brandywine Oak Private Wealth, she spent three years at Merrill Lynch as a Registered Client Associate.
Brittany enjoys spending time with family and on the New Jersey shore; she lives in Audubon, New Jersey.