Financial Advisor Ernest Brass III

Ernest Brass III - MA

Less Stress More Enjoyment

Independent Financial Advisor

About Ernest



My Profile for Money Concepts Web

 

Introduction

 

I have been involved  in the wealth management field for over 20 years, first as a Professor and then as an Advisor. Presently, I am a licensed Registered Representative with Money Concepts Capital Corp.

 

The opportunity to own and operate my own Financial Planning practice is what attracted me to Money Concepts initially. After performing careful due diligence, I made the decision to work with Money Concepts because they offer a broad range of sound, non-proprietary financial products which enable me to serve my clients ethically and with integrity.

 

Since 1990, my wealth management practice has helped individuals in areas of financial planning, investment planning and tax planning. In addition to working with individual clients, I have shared my extensive knowledge in the area of wealth management by teaching numerous seminars and workshops on a variety of topics related to all areas of investment and financial planning.

 

My motto as a financial advisor is: “REMEMBER, TAX AVOIDANCE IS NOT ILLEGAL!”

 

Education

 

University of Bradford, Bradford England, ABD International Business

Case Western Reserve University, MA Economics / Business

Bowling Green State University, BA Business /Economics

 

Achievements

Designated by Five Star Wealth Manager Organization

As one of the top Wealth Managers in the Cleveland Area

2014

2015

 

Licenses

 

  • FINRA Securities Licenses Series 7 –Fully Licensed to sell all financial products

  • Series 6Mutual Funds/Variable Products

  • FINRA Securities License Series 63 - Uniform Securities Agent State Law Examination

  • Variable Life & Variable Annuities licensed in the State of Ohio

     

    Professional Activities  Interest and Activities           

     

  • Graduate of Leadership Lake County Community Builders Program
  • Past Member of the National SBA Advisory Council, Washington D.C.
  • Lake County Development Council
    • Past President and Trustee
    • Student Scholarship Committee – Annual Economic Forum
    • Chairman Agri-Business Committee
    • Member  Small Business Micro Loan committee
    •  
  • Lake County Visitors Bureau
  •  Trustee
  • Member of the Arts and Cultural Grant Awards Committee
  •  
  • Active Member of the Painesville, Mentor and Willoughby Western Lake County Chambers of Commerce
  • Member of the Original Coffee Contacts, a local chamber business networking group

 

Community Engagement

 

I believe it is important to give back to one’s community. Below is a list of organizations I support

 

  • Extended Housing, Lake County, Ohio non-profit community service organization dedicated to affordable housing for those with severe and persistent mental illness
  • Project Hope, Lake County, Ohio non-profit community service organization dedicated to helping persons who are homeless reach independence
  • Alliance for Working Together Foundation (AWT), a non-profit entity engaged in addressing the issues, challenges and best practices of high tech manufacturing in the 21st century

 

Services Provided

 

Every stage of life has its own financial needs and concerns. Life events can help you target the key financial strategies and issues that are likely to be most important to you in all stages of your life. The goal should be to outlive your assets while living life your way. Without a financial plan, achieving that goal will likely be much more difficult. Let’s sit down together and talk about ensuring that your financial future is intact. Below are some of the services I can provide as we decide how best to proceed in reaching your financial goals: 

 

  • Life Insurance Audit
  • Existing 401K Portfolio Performance Reviews
  • Retirement Planning – Creating and Following a Financial Plan
  • Cost-Effective Retirement Plans with Single K’s, SEP’s and Simple IRA’s
  • Review and Application of Tax Advantage Strategies
  • Job Transitioning and 401K Rollover Services
  • College Planning Financial Services

                                                                                          

 

 


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Ernest Brass III is an independent contractor of Money Concepts
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