Wealth Advisor
Market Leader
Brett has devoted his career to serving high and ultra high net worth individuals, families, and business owners, delivering the sophisticated guidance they need to confidently navigate complex financial decisions. He and his team provide comprehensive, in-depth solutions across a broad spectrum of needs, including portfolio management, advanced financial planning, trust and estate strategies, credit and lending solutions, strategic gifting, liquidity event guidance, business succession planning, and integrated tax planning. With a commitment to truly understanding each client, Brett evaluates every dimension of their financial picture to ensure a holistic, tailored approach. His goal is to design customized strategies that not only address immediate needs but also support long term growth, protection, and legacy.
With a strong foundation as a CPA1 and financial advisor specializing in small to mid sized business consulting, M&A advisory, tax strategy and optimization, and financial statement analysis, Brett brings a multifaceted perspective that allows him to deliver truly all-inclusive advice.
A multi generational Florida native, Brett proudly calls St. Petersburg home, where he lives with his family. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER®2 professional, and a Personal Financial Specialist3—credentials that reflect his commitment to excellence and professional rigor. Active in both his community and the markets he serves, Brett believes that family is the most important asset and is dedicated to helping clients protect, grow, and pass on their wealth with confidence.
Brett can be contacted at Brett.Mosley@SeacoastBank.com.
1. A Certified Public Accountant (CPA) is a licensed accounting professional who has met specific educational, examination, and experience requirements. CPAs are authorized to perform a range of accounting services, including auditing financial statements, preparing tax returns, and offering financial planning advice. Their designation signifies adherence to high ethical standards and a commitment to ongoing professional development.
2. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNE , CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
3. A Personal Financial Specialist (PFS) is a credential awarded by the American Institute of Certified Public Accountants (AICPA) to CPAs who specialize in personal financial planning.
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