Brette manages custodial and administrative operations for Toro West clients, overseeing tasks such as account openings, money movement, and day-to-day back-office needs. Her career began at Charles Schwab, where she excelled as a portfolio consultant and team leader, specializing in operational efficiency and navigating the Schwab platform effectively. In addition to her role at Toro West, Brette is also the President of Planning Resources, LLC, which supports financial planners and advisors.
- 17+ years in Financial Services
- Certified Financial Planner (CFP)™
- Previously held FINRA Series 7, 9, 10, 63, and 66.
- B.A. in Psychology from the University of Central Florida
Toro West Capital Advisors™ All Rights Reserved.
Services delivered through Toro West Capital Advisors LLC, an SEC registered investment advisor.
