Brett Davidson, CFP®, CWS®, serves as an Associate Wealth Manager at BNY Wealth, leveraging prior experience as an Advisory Investment Specialist, Wealth Planning Specialist, and Financial Advisor at UBS. Before these roles, Brett Davidson gained foundational experience as a Financial Services Intern at Foresters Financial and worked as a Server at BJ's Restaurants, Inc. Additionally, Brett Davidson held the position of Eminent Treasurer within the Sigma Alpha Epsilon Fraternity. Academic credentials include a Bachelor's degree in Economics from the University of Colorado Boulder, earned between 2015 and 2018.