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Brett S
Series 66
Sarasota, FL
Evertern Wealth, LLC
Brett Schumbacker is a financial advisor with Evertern Wealth, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at UBS Financial Services Inc. for eight years and has held positions in consulting and athletics administration. Brett is based in Sarasota, FL. Evertern Wealth primarily serves high-net-worth individuals, families, business owners, and other sophisticated clients, providing portfolio management, financial planning, and family wealth advisory services. The firm emphasizes long-term portfolio management integrated with tax-aware planning and estate coordination, often addressing complex financial transitions.
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