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Brett Mudrock

Brett Murdock, CFP®

Director
Private Client Group
Boston, MA
As a Director in the Private Client Group, Brett works with clients to develop comprehensive investment, wealth management, and cash flow strategies that address their current needs while supporting their long-term goals.
“I enjoy helping individuals and families design thoughtful financial plans and navigate the many moving pieces that come with them.” He is committed to providing clients with the information and guidance they need to make confident, informed decisions. By building a strong foundation of trust and demonstrating a clear understanding of their wealth, Brett enables clients to focus on the parts of life that matter most to them.

Experience

  • 15+ years experience advising ultra-high-net-worth families
  • Eaton Vance on the exchange funds team

Education & Credentials

  • B.S. in Accounting, Bentley University
  • CERTIFIED FINANCIAL PLANNER® (CFP)

Beyond SCS

Brett lives with his wife, daughter, and son and enjoys family time, golfing, and traveling.

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