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

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​[email protected]

585.475.8419
585.292.1569 (fax)



PROFESSIONAL EXPERIENCE |
A Financial Advisor & Partner with Mapstone | Veritas, Brett serves as chair of the Financial Planning Committee.  Brett's career began late 2003.  Initially building his client base from the ground up, around the 403b (public school employee) marketplace, his practice now concentrates on goals based Comprehensive Financial Planning with Families & Individuals.
 
From understanding client goals, and what they are passionate about, the CFP planning process is the foundation.  Brett is also a big believer in the “Team” approach.  Specialists are brought in as needed, both in house, and from our Professional Network, such as attorneys, accountants, and the like.  Brett and his team offer an approachable, friendly, and highly communicative environment for clients.
 
Symantha & Thomas work with Brett, comprising their direct team, and playing very important roles with their clients.
 
Brett and his wife Jennifer, reside in Pittsford NY, with their three children – Charlotte, Jacob & George, and dog Brew.

In his spare time you can find Brett on their next Family adventure, playing paddle (Platform Tennis), coaching and cheering on the Kids, running/working out……and being outdoors much as possible !!


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 |
  • MV - Financial Planning Committee Chair
  • Estate Planning Council of Rochester NY
    •  Board Member
    •  Membership Committee

COMMUNITY |​
Pittsford Panthers Baseball Coach
  • ​Pittsford Little League
  • Pittsford Panthers Travel Teams 
Pittsford Panthers Youth Football & Cheer
  • ​Board Member
  • Treasurer




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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
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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Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.).  Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly qualified.  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. Important Information & Disclosures:  PLEASE SEE ATTACHED 

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.

​Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-7247326.1 (11/24) (Exp. 12/28)



​​Copyright©2016 Mapstone | Veritas. All Rights Reserved.
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  • HOME
  • Our Firm
    • Leadership >
      • Craig Mapstone
      • Jeffrey Mapstone
      • Thomas Tarkowski
    • Partners >
      • Brett Caroselli
      • Michelle DiRenzo
      • Koen Goorman
      • Matthew Keenan
      • Phillip Sheehan
      • Kevin Shiltz
      • David Stoller
    • Financial Advisors >
      • Heather Barniak
      • Renee Orlando
      • Shana Rivera
      • Michael Tornatore
    • Research & Operations >
      • Thomas Bailey
      • Stevie Medina-Collazo
      • Jessica Eveland
      • Alex Goorman
      • William Hager
      • Abby Horst
      • Symantha Johnson
      • Jacob Lana
      • Alex Mapstone
      • Jena Sanderson
      • Dylan Stoller
      • Alex Tarkowski
    • In Our Community
    • Our Logo
    • Disclosure
  • What We Do
    • Asset Management
    • Financial & Estate Planning >
      • MV Discovery
    • Business Strategies
  • Research & Planning Tools
  • Contact
  • Client Login
    • eMoney
    • EQ Advisors
    • Fidelity Net Benefits 401k