Brett Smith

Brett G. Smith

Wealth Management Advisor

Upstate Legacy Planning Group
  • MBA
  • CFP®
  • CA License: #0I18508

501 E McBee Ave,
Greenville, SC 29601

864-679-3848Visit my website
FINRA BrokerCheck

About my practice

Brett is one of Northwestern Mutual's Business & Estate Planning Specialists. He assists clients with asset stewardship; focusing on multi-generational business and estate planning. Brett is a West Point graduate and served at Fort Bragg, NC. He obtained an MBA from the University of Chicago and was an Ernst & Young Entrepreneur of the Year.

Get in touch

Northwestern Mutual Agent Form
Are you currently working together?
Are you currently working together?

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.


Google Map

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck

Northwestern Mutual Website Footer