DALLAS–(BUSINESS WIRE)–Mar 6, 2025–
Avantax, a community of tax-focused financial professionals within Cetera, welcomes veteran financial advisor Toby Brazzel, who joined Avantax because he wanted a financial services partner who would help him build a multi-generational advisory practice in which his son and wife could be more actively and directly involved.
Brazzel transferred to Avantax from Allstate Financial Services, LLC, where he had approximately $80 million in client assets under administration as of August 2024*.
A veteran financial professional of more than 28 years, Brazzel decided to join Avantax to support his aggressive-growth goals and because he wanted to involve his family more fully in the business, including his wife, Kelli, and their son, Ricky. Family is central to the Brazzels, who have eight children, including five adopted from around the world.
“I knew I could work well within the Avantax model, plus it’s more flexible in terms of how my family can work within the firm to help our clients. My wife’s gift is operations and marketing, and my son’s skills complement mine enabling me to sit with clients to help map out their future,” Brazzel said. “People do business with me because they trust me. Working together as a family, we can be even more available and accessible to clients. What makes me happy isn’t the financial gratification, it’s seeing that clients understand that I’m working as a fiduciary in their best interest to help them.”
Brazzel said he’s focused on growing his business within and well beyond his home state of Louisiana. Avantax’s many growth avenues attracted Brazzel, but none more than partnering with tax professionals through the Avantax Strategic Partnership Program.
“Other firms have ways of partnering, but Avantax is a lot farther down the road with its Strategic Partnership Program, and I clearly see significant growth opportunities with Avantax,” Brazzel said. “Whether it’s growth strategies or more routine things, what I can say unequivocally is that I appreciate the spirit in which the people at Avantax are willing to help me. It’s their positive attitude and willingness to say, ‘I don’t have an answer, but I’ll get one,’ and then they do what they say. Among the many things I enjoy about Avantax is feeling that my business is important to Avantax, and they really want me here.”
Avantax Wealth Management President Andy Watts welcomed the Brazzel family saying: “I couldn’t be happier to have Toby, Kelli and Ricky join the Avantax Community. Their positive outlook, dedication to serving clients and enthusiasm for growing a multi-generational advisory practice is energizing. I’m eager to see Toby expand his own centers of influence while growing his firm in partnership with Avantax and our deep network of tax professionals.”
Tax and financial professionals can learn more about Avantax by clicking here.
*Value approximated based on asset-holding details provided to Avantax.
About Avantax ®
Avantax, a unique community within Cetera Holdings (“Cetera”), delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model and the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management ®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors and offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., and insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. For additional information, please visit www.avantax.com.
View source version on businesswire.com:https://www.businesswire.com/news/home/20250306377301/en/
CONTACT: Media Contacts:
Tony Katsulos
Avantax, Inc.
972-870-6654
[email protected]
KEYWORD: UNITED STATES NORTH AMERICA TEXAS
INDUSTRY KEYWORD: CONSULTING ACCOUNTING PROFESSIONAL SERVICES FINANCE
SOURCE: Avantax
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PUB: 03/06/2025 10:03 AM/DISC: 03/06/2025 10:03 AM
http://www.businesswire.com/news/home/20250306377301/en
