Brett Cloe

Associate, Wealth Advisor

Brett is an Associate, Wealth Advisor with Cresset. Brett aids in preparation for client meetings, and ensures follow-up and action items are addressed and executed. Alongside our Wealth Advisors, Brett commits to maintain a high level of satisfaction with Cresset’s clients by providing excellent client service.

Brett graduated Magna Cum Laude from John Carroll University with a BS in Economics.

Away from the office, Brett enjoys working out, exploring his new home in Atlanta, and searching for something new to learn.