Meet the team
Brittney Franklin
CIMA®, CDFA®
Vice President, Wealth Advisor
About Brittney
Britt works closely with ultra-high-net-worth families on the decisions that shape their financial futures. She believes every successful strategy begins with a clear game plan built around what a family hopes to accomplish. By taking the time to understand each family’s unique circumstances, priorities, and goals, Britt helps clients navigate the complexities that often accompany significant wealth.
As a third-generation wealth advisor, Britt gained an early appreciation for stewardship, responsibility, and the lasting impact wealth can have across generations. Those early experiences reinforced her belief that successful wealth planning is about helping families use their resources intentionally to support the lives they want to live and the legacies they hope to build.
Britt earned a Bachelor of Arts in Economics and Management from the University of Oxford and holds the Certified Investment Management Analyst® (CIMA®) and Certified Divorce Financial Analyst® (CDFA®) designations.
Britt lives in South Florida with her husband and their young son. Outside of work, she enjoys distance running and traveling. She maintains a close connection to the United Kingdom, where she and her husband met while studying at Oxford, and returns often to visit family and friends.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” “Certified Investment Management Analyst,” “CPWA,” and “Certified Private Wealth Advisor.” Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Accreditation & Education
- Certified Investment Management Analyst® (CIMA®)
- Certified Divorce Financial Analyst® (CDFA®)
- Bachelor of Arts, Economics and Management, University of Oxford
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Brittney Franklin, CIMA®, CDFA®
Vice President, Wealth Advisor