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

More profiles to browse

RT
Ray Tanner Jr
Founding Principal
DA
Daniel Archer Jr
Founding Principal
KA
Kally Alkire
Vice President & Wealth Advisor

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University