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MAPSTONE | VERITAS

.

brett caroselli, mba,cfp®,clu
FINANCIAL ADVISOR | partner

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​bcaroselli@mapstoneveritas.com

585.475.8419
585.292.1569 (fax)



PROFESSIONAL EXPERIENCE |
A Partner and Financial Advisor at Mapstone | Veritas and  he currently serves as the Chair of the Planning Committee.  Brett entered the Financial Planning profession in November 2003.   Initially building his client base from the ground up, around the 403 b (public school employee) marketplace, his practice now concentrates on Comprehensive Financial Planning.  From understanding client goals, putting together options to reach them, implementation and review, a “Team” approach is used.  Specialists are brought in as needed, both in house, and within our professionals network. Brett was  recognized by Equitable Advisors as a Paramount Planning Group member of the Elite Advisor Group based on achieving a certain sales production level among all financial professionals within our organization. He is also a member of  Equitable Advisors Gold.

​Brett and his wife, Jennifer reside in Pittsford with their three children, Charlotte, Jacob & George.


EDUCATION |
  • A 1999 graduate of Pittsford Sutherland, NY
  • A 2003 graduate of Nazareth College B.S. Business Administration​- Minor, Sports Marketing
  • A 2014 graduate University of Rochester, William E. Simon School of Business, MBA Finance​
  • In 2009 he obtained the CFP® CERTIFIED FINANCIAL PLANNER™ professional certification
  • In 2010 he obtained the CLU (CHARTERED LIFE UNDERWRITER) designation
  • Series 6,7,63 & 65 registrations

PROFESSIONAL ACTIVITIES |
  • Equitable Advisors  Elite Advisor Group, Member
  • Estate Planning Council of Rochester NY, Board Member and serves on the Membership Committee.

COMMUNITY |
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Youth Baseball Coach
  • ​Pittsford Little League (multiple teams)
  • Pittsford Panthers Travel Team 


​
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PLACES TO VISIT
Anywhere new.
THINGS TO DO
Spending time with my family outdoors; playing platform tennis and running.
QUOTE 
“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty”
Winston Churchill
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FUN FACT
​I love music…….jazz to hip-hop, and everything in between


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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970

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Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
​
Mapstone | Veritas Financial Group is recognized by Equitable Advisors as a Platinum Paramount Planning Group firm of the Elite Advisor Group, based on their members achieving a certain sales production level among all firms within our organization.  Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC.
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Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

​General Conflict of Interest Disclosure


PPG-122505 (Rev. 11/20) (Exp. 11/24)

  • HOME
  • Our Firm
    • Leadership >
      • Craig Mapstone
      • Jeffrey Mapstone
      • Thomas Tarkowski
    • Partners >
      • Brett Caroselli
      • Michelle DiRenzo
      • Koen Goorman
      • Matthew Keenan
      • Jeremy Krog
      • Phillip Sheehan
      • Kevin Shiltz
      • David Stoller
    • Financial Advisors >
      • Heather Barniak
      • Shana Rivera
      • Michael Tornatore
    • Research & Staff >
      • Cheri Barnes
      • Jessica Eveland
      • William Hager
      • Robin Hurlburt
      • Marina Ilievski
      • Renee Katafiaz
      • Alex Mapstone
      • Eric Phoulavong
      • Symantha Searles
    • Since 1970
    • In Our Community
    • Our Logo
  • What We Do
    • Asset Management
    • Financial & Estate Planning >
      • MV Discovery
    • Disclosure
  • Research & Planning Tools
  • Contact
  • Client Login
  • eMoney