Our Team

Brett Wilson

Senior Registered Client Service Specialist

Brett was a teenager growing up in Kansas City when the Global Financial Crisis of 2007-08 devastated the economy and drained the life savings from a majority of American families. As Brett watched his parents cope with the crisis, he knew he wanted to be part of the solution so others would be better prepared in the future.

“Obviously it was a hard time for a lot of families in our country,” he said. “It really affected me, and it inspired me to get where I am today.”

“Everything we do is built on transparency. I believe that’s the best way for our work to get done, for us all to be on the same page. We’re all here to support one another and grow every day.”


Brett decided he wanted to help others build and protect their wealth more securely, so he pursued a career in financial services. After he earned a bachelor’s degree in International Finance at Texas Tech, Brett spent the first five years of his career at Fidelity Investments, where he worked in brokerage operations and as a senior client associate.

In his work at CD Wealth Management, Brett supports clients and colleagues alike with a range of services, from executing financial transactions to building and developing ongoing reports and beyond. He’s committed to extending CD Wealth’s trademark excellence in client service — delivering wealth planning that transforms clients’ lives — and is excited to learn and grow with his colleagues every day.

Certifications: FINRA Series 7, Series 63, Securities Industry Essentials

Education: Texas Tech University — Bachelor’s degree in International Economics

Contact: Email | LinkedIn | Phone | vCard

Check Brett’s background on FINRA’s BrokerCheck.