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portrait of Bret L Seeley
FINANCIAL ADVISOR

Bret L Seeley

CFP®
2680 S Val Vista Dr Bldg 2, Ste 106, Gilbert, AZ 85295opens in a new window
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About Bret

My connection to Edward Jones began over three decades ago when my father began his career as a financial advisor. Seeing him serve clients gave me the desire to one day do the same. Now, with over 23 years as a financial advisor at Edward Jones, I work with a select group of families in Arizona and across the country. While striving to understand what is important to you, we use teamwork and an established process to put together a customized strategy to not only help you reach your financial goals but also to help keep you on track as...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

Work History

  • Edward JonesMarch 2000 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Arizona-TucsonBachelors

Team Members

  • Julie Pettera
    Sr. Branch Office Administrator
  • Jennifer Madsen
    Branch Office Administrator
  • Cecilia Valencia
    Branch Office Administrator

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Office Information

Phone

(480) 497-1232

Fax

(888) 432-1026

Office Address

2680 S Val Vista Dr Bldg 2
Ste 106
Gilbert, AZ 85295opens in a new window

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