CoverProfile

Brenton Thai

Wealth Advisor

Collaborative Wealth

United States, Florida, Orlando

About Me

Brenton joined CollaborativeWEALTH® in 2016 as a Wealth Advisor in our Lake Nona office. He specializes in comprehensive financial strategies and wealth preservation for individuals including physicians and government employees as well as small businesses. He focuses on leading clients through the phases of wealth, from accumulation to consolidation to distribution. Brenton’s previous experience includes serving as a financial advisor with Securian Financial Services. Prior to that, he served in the U.S. Marine Corps with the 3rd Battalion 6th Marines Infantry Unit out of Camp Lejeune, NC and was deployed to Afghanistan and Iraq where he supported Operation Enduring and Iraqi Freedom. Brento
View more

Profile Information

Wealth Advisor

Collaborative Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Orlando

Florida

United States

May 15, 2024

More profiles to browse

LR
Larry Resczenski
Wealth Advisor
CS
Christopher Squires
Financial Advisor
SM
Stephen Magallanes
Wealth Advisor
MG
Matt Giles
Director of Wealth Planning, Wealth Advisor and Certified Financial Planner

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
DH
Dennis Hanson
Principal
Jamison Hanson