Diane Brett, MBA, LPL Investment Advisor Representative, has 35 years of experience in the financial services industry. She is a registered Investment Representative and has FINRA Series 7, 24, and 65 registrations held with LPL Financial. She also holds a Connecticut Life Insurance and Variable Contracts License.
Diane's experience includes all aspects of financial planning and investment management, including retirement planning, tax-reduction strategies and education funding. Diane works with you to understand your objectives for growth and income as well as your needs for security. She graduated with a Bachelor of Science degree in Finance and received her Masters of Business Administration (MBA) from the University of Connecticut.
Diane is based at American Eagle Financial Credit Union, 361 Main Street, East Hartford. She is also available by appointment at the following branches: Manchester and Vernon. To schedule a complimentary financial consultation, contact Diane at 860.772.6681 (cell) or 860.569.5550, ext. 5381 (office), or [email protected].
American Eagle Financial Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL advisory services.
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