Brett D. Baskin

Senior Vice President at Ellsworth Advisors

Brett Baskin is an investment advisor representative, CERTIFIED FINANCIAL PLANNER, and serves as a Senior Vice President of Ellsworth Advisors. He joined Ellsworth Advisors in 2016 to provide wealth management and financial planning services to individuals and families as well as consult with corporations on their corporate-sponsored retirement plans. Brett holds both Certified Financial Planner (CFP) and Certified Plan Fiduciary Advisor (CPFA) designations.  

Prior to joining Ellsworth Advisors, Brett was a financial advisor at Merrill Lynch in Westlake, Ohio. While at Merrill Lynch, Brett worked with corporations around the country, analyzing their retirement plans, as well as worked with families to develop a comprehensive financial plan. 

Timeline

  • Senior Vice President

    Current role

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