Brett Rees

Managing Director - Wealth Consultant


Washington, DC

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Brett can simplify your wealth

Brett Rees photo

Brett is a Managing Director and Wealth Consultant, responsible for growing the firm’s presence in the Mid-Atlantic markets.

Brett has 30 years of experience in the Wealth Advisory and Investment Management industry working on complex financial and wealth management strategies designed specifically to help simplify the lives of ultra-affluent individuals and families, business owners, families of multigenerational wealth, and corporate executives.

After earning his Bachelor of Arts Degree in Economics from the University of Texas in Austin, Brett began his financial services career in which he served in several regional and national leadership roles at Northern Trust’s Wealth Management Group. Most recently, Brett was a Senior Vice President and Regional Executive directly responsible for building their private wealth business in the Mid-Atlantic States. 

Brett has a deep understanding of the financial challenges impacting wealthy families today when experiencing a major liquidity event, working through family/business succession plans, executing on multi-generational wealth transfer strategies, navigating retirement decisions for corporate executive, and helping invest his client’s wealth to meet their unique preferences, goals & objectives for their lifetime and future generations. At Waldron, Brett specializes in providing sophisticated financial and investment planning advice as well as for building long-term relationships with clients.

Brett joined Waldron to pursue his entrepreneurial instincts and be able to bring a unique wealth management approach of integrating an “independent” investment management service into the complex financial, tax, and family lives of his clientele. Brett prioritizes the importance of full transparency and educating his clients so they can make a well-informed decision, knowing the financial services industry has been traditionally opaque to most investors.

Brett believes community engagement is a priority. He serves as Trustee, Audit Committee Chair and Executive Committee member for Hillwood Estate, Museum & Gardens in DC and served as Advisory Board member, Finance Chair and Executive Committee member of the Virginia Funders Network (“VFN”), a statewide association of more than 100 philanthropic organizations. Over a career of giving back, Brett has actively served on nonprofit boards and in leadership positions on the Sarasota County Arts Council, Human Advisory Services Council, The Out-of-Door College Preparatory Academy and the Church of the Palms.

Brett is an avid outdoorsman enjoying snow skiing, hiking, golfing, running, cycling and sailing. He thoroughly enjoys traveling abroad with his family and friends.

Back to the Team

Simplify Your Wealth

We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

Brett's teammates

John J. Waldron photo

John J. Waldron

CEO & Founder

Matthew Helfrich, CFP® photo

Matthew Helfrich, CFP®

Partner & President

Michael Krol, CFP®, CPA photo

Michael Krol, CFP®, CPA

Partner & Head of Wealth Advisory

Benjamin M. Greenfeld, CFP® photo

Benjamin M. Greenfeld, CFP®

Partner & Chief Investment Officer

Robert H. Wyche, ATFA photo

Robert H. Wyche, ATFA

Partner & Managing Director

Casey Robinson, CFP® photo

Casey Robinson, CFP®

Partner & Chief Planning Officer

Joseph Palmieri, CFA photo

Joseph Palmieri, CFA

Partner & Managing Director - Family Office Services

Ali Swart, CFP® photo

Ali Swart, CFP®

Partner & Managing Director - Wealth Planning

Eric Vogt, CFP® photo

Eric Vogt, CFP®

Partner & Senior Wealth Strategist

Darcie Biancini photo

Darcie Biancini

Bill Pay Specialist - Family Office Services

Nick Colaizzi, CFP® photo

Nick Colaizzi, CFP®

Strategist - Investments

Chase D. Conti, CFP®, CAIA®, AWMA® photo

Chase D. Conti, CFP®, CAIA®, AWMA®

Director - Investments

Patrick Cortazzo, CFP®, ChFC®, CSLP® photo

Patrick Cortazzo, CFP®, ChFC®, CSLP®

Wealth Planning Analyst

Kelly Costello photo

Kelly Costello

Director - Wealth Planning

Madison Daggett photo

Madison Daggett

Investment Analyst

Ann Dugan photo

Ann Dugan

Family Enterprise Services

Nathaniel Ecoff, CFA photo

Nathaniel Ecoff, CFA

Managing Director - Investments

Patrick Ellsworth, CFA photo

Patrick Ellsworth, CFA

Strategist - Investments

Andrew Feldmann photo

Andrew Feldmann

Team Lead – Business Development

Nathan Freshwater, CFP® photo

Nathan Freshwater, CFP®

Wealth Planning Analyst

William A. Groom, CFP® photo

William A. Groom, CFP®

Strategist - Wealth Planning

Alex Hendrickson, CFP® photo

Alex Hendrickson, CFP®

Strategist - Investments

Chris Keller, CFP® photo

Chris Keller, CFP®

Team Lead - Client Service

Jack Knapton, CFP® photo

Jack Knapton, CFP®

Senior Analyst - Wealth Planning

Nicholas Koury, MBA, CFP® photo

Nicholas Koury, MBA, CFP®

Wealth Planning Analyst

Andrew Kuzemchak photo

Andrew Kuzemchak

Investment Associate

Bob Mainello, CFP® photo

Bob Mainello, CFP®

Director - Investments

Spencer McKee photo

Spencer McKee

Wealth Planning Associate

Brent Meilinger, CFP® photo

Brent Meilinger, CFP®

Investment Analyst

Kaleigh Price, CFP®, ChSNC® photo

Kaleigh Price, CFP®, ChSNC®

Wealth Planning Analyst

Wade Rashilla, CFA photo

Wade Rashilla, CFA

Investment Analyst

Lynne Schultz photo

Lynne Schultz

Business Development Specialist

Kevin Searfoss, CFP®, CDFA®, BFA™ photo

Kevin Searfoss, CFP®, CDFA®, BFA™

Senior Wealth Strategist

Samantha Spitzer Sheetz, CFP®, CDFA® photo

Samantha Spitzer Sheetz, CFP®, CDFA®

Director - Wealth Planning

Jonathan Tobal photo

Jonathan Tobal

Business Development Specialist – Marketing

Nick Urban, CFP®, RFC®  photo

Nick Urban, CFP®, RFC® 

Wealth Planning Analyst

Sarah Veverka photo

Sarah Veverka

Investment Associate

Jake Vranish, CFP® photo

Jake Vranish, CFP®

Wealth Planning Analyst

Bryan P. Waldron, CFP® photo

Bryan P. Waldron, CFP®

Director - Wealth Planning

Michael J. Waldron, CTFA photo

Michael J. Waldron, CTFA

Senior Analyst - Wealth Planning

Shea A. Waldron, CAP® photo

Shea A. Waldron, CAP®

Strategist - Family Office Services

Lindsay Wilcox, CFP®, CTFA, CHFC® photo

Lindsay Wilcox, CFP®, CTFA, CHFC®

Director- Wealth Planning

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