Brett T. AlisonBrett T. AlisonExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
Forbes
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
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now