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Brett M

Series 66

Wesley Chapel, FL

Singer Wealth Advisors LLC

Brett Maggard is a financial advisor with Singer Wealth Advisors LLC, holding a Series 66 designation and seven years of industry experience. He has worked at several firms including Bankers Life and Brokers International Financial Services, and he also operates Maggard Wealth Management. In addition to his advisory role, he is active as a licensed insurance agent providing insurance products and services to clients. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and retirement plans. The firm offers comprehensive financial planning, portfolio management, and access to alternative investments, utilizing a combination of fundamental analysis and tactical strategies to construct tailored portfolios.

Annuities Pre-IPO planning Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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