
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
More profiles to browse
DA
Daniel Archer Jr
Founding Principal
RT
Ray Tanner Jr
Founding Principal
KA
Kally Alkire
Vice President & Wealth Advisor
You Might Like
JB
Joy Bunzel
Client Services
Sierra Investment Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth