Brett Rowe  ( He / Him / His )

Brett Rowe ( He / Him / His )

Financial Assistant

Brett, in his role as a Senior Plan Manager at LPL Financial, plays a key part in supporting Midtown Financial Group.  As a valuable member of the LPL Paraplanning Services team, Brett collaborates closely with advisors to deliver essential back-office planning support.  This involves conducting detailed data analysis and crafting comprehensive planning strategies to aid clients in achieving their financial goals.

Brett's journey in the financial services sector began in 2016 when he served as a Senior Client Success Coach at eMoney Advisor.  In 2022, he brought his skills and experience to LPL Financial.,  Brett is distinguished as a CERTIFIED FINANCIAL PLANNER™ professional, reflecting his commitment to professional excellence.

Originally hailing from San Diego, Brett moved to Lexington, KY, to pursue a Bachelor of Science in Marketing at the University of Kentucky.  Eventually returning to San Diego, he now resides there with his wife Ashley and their children, son Peter and daughter Elliott.  Beyond his professional commitments, Brett finds fulfillment in activities such as hiking and coaching his kids in various sports.  Family movie nights are a cherished tradition for the family.  Notable, Brett is a devoted college basketball fan, with a special passion for supporting his beloved Kentucky Wildcats.