Brett Morris
Associate Vice President, Carmona Wealth
Brett comes to Carmona Wealth with over fifteen years of experience in corporate finance, specifically in high-growth, venture capital and private equity backed technology startups. Brett has led finance teams through substantial periods of growth as well as multiple M&A transactions and a successful IPO.
With a heavy focus on the go-to-market function in each prior role, Brett brings significant experience in navigating complex, forward-looking scenarios and simplifying complex financial concepts for customers. At Carmona Wealth, he uses this experience to help clients navigate their own unique financial goals.
Brett received his bachelor’s degree from San Diego State University. He also holds Financial Industry Regulatory Authority (FINRA) Series 22 and 63 licenses. Outside of work, Brett can usually be found with his wife Brooke on a soccer field supporting his three daughters and their club teams.
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Whether you have a sale approaching, an exchange clock running, or you’re simply planning ahead, Brett and the Carmona Wealth team are glad to help you think it through.