
Brennan Cross
Founding Principal
ACT Wealth Management LLC
United States, North Carolina, Raleigh
About Me
Brennan Cross brings over two decades of full-time financial industry experience to the firm. He began his career at Fidelity Investments and spent more than seven years in the Dallas and Boston corporate offices. Most of the experience involved developing and providing retirement planning solutions for clients. After that, he continued serving his clients with Charles Schwab, Retirement Advisors of America, and True North Advisors.
Profile Information
Founding Principal
ACT Wealth Management LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Raleigh
North Carolina
United States
May 16, 2024
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