CoverProfile

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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