Brett Mosley, CPA, CFP®, PFS – As Vice President of Tax & Accounting for ARS Wealth Advisors, Brett oversees the tax team – ensuring compliance and accuracy that is to be expected from ARS. He has extensive training and knowledge in business, individual, trust & estate, and not-for-profit tax return preparation as well as business consulting. He provides tax preparation, year-round tax planning advice, support to assist business owners in goal-achievement, and consulting services. Additionally, Brett provides advisory support to the portfolio managers in the preparation and delivery of advice to clients and prospects. Brett earned his Bachelors of Accounting from Florida State University, where he also completed the CPA required coursework. He is a licensed Certified Public Accountant and is a member of the American Institute of CPAs (AICPA) and Florida Institute of CPAs (FICPA), where he was a graduate of the inaugural Emerging Leaders Program. Additionally, Brett holds his Certified Financial Planning® and Personal Financial Specialist designations as well as a FINRA Series 65 Registered Investment Advisor Representative license. As a Certified Financial Planning® professional, Brett has extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning.

Brett is a fifth generation Floridian, spending a large part of his life in the Florida Keys. He enjoys fishing, freediving, going on the boat, cooking, and being outdoors. He and his wife, Chelsea, are active volunteers with Pet Pal Animal Shelter and stay involved with other great charities in the community. They are the proud parents of one adopted dog, Mullet. Brett believes that every client has their own unique story and enjoys forming connections with each one of them.