Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the depth of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. Brentwood Financial Advisors takes a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Brentwood Financial Team
Resource Partners
Stanley R. Smiley, ESQ
Senior Vice President, Advanced Planning Group
Zarina Sullivan
Senior Advanced Planning Consultant
Juliet A. Hendrickson, ESQ
Senior Attorney, Advanced Planning Group
Robert H. Pothier ESQ.
Attorney, Advanced Planning Group
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.