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MAPSTONE | VERITAS

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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 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.

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 |
  • AXA Elite Producer Group, Platinum Firm, Member, Partner
  • Estate Planning Council of Rochester NY, Member


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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.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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

ADVICE | EXPERIENCE | RESULTS | SINCE 1970

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Securities offered through AXA Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC.  Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC, which conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, in PR as AXA Network of Puerto Rico, Inc. Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor, and is not owned or operated by AXA Advisors or AXA Network. MV, AXA Advisors and AXA Network do not offer tax or legal advice.  Consult with your professional tax and legal advisors regarding your particular circumstances. The information on this website is not investment or securities advice and does not constitute an offer.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name and AXA logo and associated trademarks of AXA SA under license.
​
​Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified.

 PPG 122505 (Exp 2/21)
  • Home
  • What We Do
    • Asset Management
    • Financial & Estate Planning
    • Disclosure
  • Our Firm
    • Partners >
      • Brett Caroselli
      • Koen Goorman
      • Matthew Keenan
      • Jeremy Krog
      • Craig Mapstone
      • Jeffrey Mapstone
      • Phillip Sheehan
      • David Stoller
      • Thomas Tarkowski
    • Financial Consultants >
      • Heather Barniak
      • Michelle DiRenzo
      • Shana Rivera
      • Kevin Shiltz
      • Michael Tornatore
    • Research & Staff >
      • Amanda Doherty
      • Lynn Eason
      • Jessica Eveland
      • Robin Hurlburt
      • Marina Ilievski
      • Renee Katafiaz
      • Eric Phoulavong
      • Valerie Richardson
      • Kelli Tarkowski
    • Since 1970
    • In Our Community
    • Our Logo
  • Resources
  • Contact
  • Client Login