Brett Carlin

With a mantra to always listen first, Brett Carlin has built his financial planning approach with a client-first mentality.

An Associate Wealth Management Advisor at Welborn Financial, Brett specializes in providing individuals, families and business owners with comprehensive financial planning and investment management services.

His mission is simple: To help you and your family find comfort in a complex financial world.

Brett has an innate ability to empathize with clients. To this end, he knows every client has their own unique set of needs and circumstances that requires a gentle heart and a tailored set of solutions. Brett prides himself in acting in a fiduciary capacity, meaning, he always puts his clients’ interests first.

Brett graduated from Syracuse University with a dual degrees in Finance & Marketing.

Brett was born & raised in Boston, moving to Scottsdale in 2020. He lives with his dog, Nala, and cat, Freya. Outside of the office, he enjoys outdoor activities like traveling, riding his motorcycle, and skiing, as well as trying new restaurants.