Northwestern Mutual Private Client Group

Brett Smith

Brett G. Smith

Co-Founder and Private Wealth Advisor

Upstate Legacy Planning Group
  • MBA
  • CFP®
  • CA License: #0I18508
  • NPN 16572101

501 E McBee Ave
Greenville, SC 29601

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About my practice

Brett is one of Northwestern Mutual's Business & Estate Planning Specialists. He assists clients with asset stewardship; focusing on multi-generational business and estate planning. Brett is a West Point graduate and served at Fort Bragg, NC. He obtained an MBA from the University of Chicago and was an Ernst & Young Entrepreneur of the Year.

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