PROFESSIONAL PROFILE
The Britt Group assists individuals in managing their finances through life transitions such as retirement and business succession. They take a strategic approach to assist clients in reaching their financial goals. With The Britt Group, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. The Group meets regularly with clients to ensure their financial lives are consistent with their personal circumstances.
Richard Britt, CFP®, CRPC
Richard is the Resident Director for the Birmingham, Alabama Merrill Lynch branch office. He is both a Chartered Retirement Planning Counselor, and Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. In addition to assisting clients, Richard has also helped develop financial advisors by running the training program for eight Merrill Lynch offices within the region from 2002 through 2005. Prior to joining Merrill Lynch in 1998, Richard completed a successful tour in the United States Marine Corps and received his Accounting degree from Troy State University.
Laura Britt, CFM
As a Financial Advisor, Laura focuses on total wealth management and provides solutions for multidimensional personal and business finances. Laura has a defined process by which she works with each client. She insists on understanding the specific situations of the people she works with; thereby being able to establish objectives, develop an appropriate strategy, recommend solutions, and review the progress we are making together toward reaching those goals and objectives. Laura is a graduate of Instituto Tecnologico Autonomo de Mexico (ITAM) and has been in the financial services industry since 1995 and with Merrill Lynch since 2004.