Back to All People

Client Advisory

Biography

Brett McBroom is an Associate Wealth Planner in the Fort Worth office. He is a member of Jeffrey Paladini’s team, providing operations and wealth planning assistance.

Prior to joining Cerity Partners, Brett grew up in Fort Worth before acquiring a degree from the University of Tennessee-Knoxville.

Learn more about my practice.

Education

  • Bachelor of Science, Haslam College of Business, Finance: University of Tennessee- Knoxville
  • Herbert College of Agriculture - Minor in Food and Agribusiness: University of Tennessee-Knoxville

Request an Introduction to Brett McBroom

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Cerity Partners Welcomes Verus Investments, Expanding Its Offering to Institutional and Wealth Clients

February 11, 2026 - Cerity Partners announced a merger with Verus Investments, a leading institutional investment consulting firm with approximately $1.2 trillion in client assets. The combined firm will…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: February 2026 Economic and Market Outlook

February 3, 2026 - With January in the rearview mirror, Partner and Chief Markets Strategist Jim Lebenthal weighs the influence of positive market and economic forces, such as stimulus…

Ben Pace and John Hyman

Individuals and Families

How to Invest Your Bonus Wisely

January 22, 2026 - Annual bonus season is probably the best time for investors to assess their progress toward financial plan goals and reassess the overall investment objectives and…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here