Brett T. AlisonBrett T. Alison
Executive Director
Wealth Advisor

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023

Forbes

America's Top Wealth Management Teams
2023

About Brett

Brett Alison is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

Brett delivers financial advisory and investment services to senior-level executives, business owners, multigenerational affluent families, retirees and university endowments. He finds his clients' financial achievement and success in reaching their goals to be personally gratifying and derives energy from witnessing the positive changes in their lives.

Brett takes a disciplined, planning-based approach, in which he focuses on educating clients on current markets and the economic landscape, sharing insights on the conditions that can affect their portfolios, and helping them make informed investment decisions. He adjusts asset allocation to take advantage of dislocations in global markets, adhering to a formula that encompasses research, technical analysis and due diligence, backed by fundamental principles that balance performance, risk and volatility.

In a financial services career spanning more than two decades, Brett began as a financial advisor at Prudential Securities. He ultimately partnered with his father to form a team at Wachovia Securities (now Wells Fargo), which moved to J.P. Morgan in 2006.

A graduate of The College of Charleston, Brett earned a B.S. in Business Administration and was a collegiate swimmer and NCAA Scholar-Athlete. He has competed in more than two dozen global marathons and triathlons, including for Team USA in the World Triathlon Championships in Budapest, Hungary in 2010, and two full Ironman races.

Brett and his wife, Leslie, live in Atlanta with their son, Dax, and their puppy, Piper. Active in the community, Brett volunteers for Mercy Care, Trinity House, Our Lady of Assumption (OLA) and as a mentor at Atlanta Youth Academy.

Insights

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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