Registered Client Relationship ManagerBrittanyForte@ShorelineWealth.com
Brittany Forte chose a career in wealth management to make a positive impact on the lives of others. She knows first-hand what it takes to change one’s financial reality and is determined to be a source of knowledge for clients now and in the future.
Wealth Management was a natural career transition for Brittany who has extensive experience in running a successful business, mentoring diverse teams and elevating the clients’ experience. Brittany has a unique way of relating with others, creating instant rapport and cultivating long lasting relationships. She is often recognized for her capacity to inspire and motivate others to pursue their aspirations in life.
Her role at Shoreline Wealth Management includes a broad range of administrative duties, which enriches the lives of clients and their families. Brittany has earned her Series 7 and 66 licenses held with LPL Financial, as well as her Health and Life Insurance Licenses, and Financial Paraplanner Qualified ProfessionalTM designation.
When Brittany is not working, she is spending quality time with her son. Her large extended family loves taking trips together to their happy place, Disney World, to enjoy the thrill of the rides and the beautiful sunshine.