Brent Schneider, CIMA, CMFC, AAMS


Relationship Manager

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Brent Schneider is a Relationship Manager at ClientWise. Brent has over 25 years of experience in the Financial Services Industry. He has served in various roles as a financial advisor, wholesaler, institutional wholesaler, advisor recruiter, investment specialist, keynote speaker, and Director of Mergers and Acquisitions. Brent started his career with EVEREN securities and has had Vice President roles with Wachovia, First Union, Evergreen Funds, MetLife, and Prudential Jennison. Now at ClientWise, Brent will enroll in the ClientWise Certified Financial Services Coach Training Program™, an International Coach Federation qualified program. Brent will use his diverse background to help advisors take their practice to the next level.

Brent has a Bachelor’s of Arts in Investment Finance, an MBA from Southern Methodist University (SMU) with a double major in Investments and Strategy/Entrepreneurship. He also has a Masters of Science in Accounting with a major in assurance, also from SMU. Brent is a Certified Investment Management Analyst (CIMA) from the Wharton School of Business. He is currently a Level II candidate for the CFA program, and CPA eligible.

Although Brent has traveled to nearly every state for speaking events, he calls Dallas home. He lives with his fiancé L.A. in Allen, just north of Dallas. Brent is also a Level II certified Sommelier and has conducted over 1,200 wine seminars for financial advisors nationwide.