Brett D. Guiley
Brett Guiley is the managing partner and a portfolio manager with Vista Investment Partners in Richmond, Indiana. Prior to joining Vista, He worked at Raymond James and Merrill Lynch and has been advising clients for 20+ years. He is proud to be the leader of a team where the passion for the client relationships and families who entrust us with their assets and futures is paramount.
Brett graduated with a Bachelor of Science in Business Administration-Finance from the University of Evansville. He successfully completed the Merrill Lynch Professional Development Program and holds the CERTIFIED FINANCIAL PLANNER™ certification. In 2019 Brett completed the Value Investing course at Columbia University Business School. Brett currently holds the Series 7, Series 66, Series 9, and Series 10 licenses.
Brett is married to Shannon, and together they are raising three teenagers. He is an active member of First English Lutheran Church, volunteers as committee member of Stage One Youth Theatre and as a teacher for Junior Achievement. Brett enjoys travel with his family, acting with the local theatre troupe, is a two-time Marathon Finisher, and is an avid fan of the St. Louis Cardinals baseball team.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.