Managing Partner

 

 

 

 

Brett J. Dries

Managing Partner

bdries@ft.newyorklife.com

(540)982-2241

 

Brett J. Dries began his career with New York Life in 2007 as an agent and registered representative with NYLIFE Securities LLC.  He was promoted to Partner in March of 2010 and has served for the last 5 years as Senior Partner in Bridgewater, Massachusetts, a sales office of the Boston General Office.

Brett's overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face.

Brett's expertise includes recruiting within the financial services industry, with the focus on attracting, hiring and retaining outside individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills.

By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong agent field force.

Experience/Endorsements:

Securities Licensed Registered Representative FINRA Series 7, 6, 63; Registered Principal FINRA Series 24.

Helped Families and Businesses with Financial Strategies and Estate Planning, Life Insurance, College Funding, Retirement Planning, Net Worth accumulation, Business Succession, Executive Bonus and Deferred Compensation, Employee Benefits, Tax Diversified* Retirement Planning, Distribution of Retirement Assets, and Legacy Planning.




*Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.


 




 

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