Bret Petersen is a Managing Director and Partner at Rothschild Wealth Partners, joining the firm from Wells Fargo. Since beginning his career in 2003, Bret has guided clients through market cycles and the many financial decisions that accompany changes in career, personal life, and retirement objectives. In an ever-evolving financial landscape, his approach remains consistent—providing personalized advice aligned with the long-term development and preservation of his clients’ wealth.
Prior to joining Rothschild, Bret advised clients at UBS and began his career in the financial services industry at Morgan Stanley. His breadth of experience across multiple market environments enables him to deliver thoughtful, disciplined guidance tailored to each client’s unique goals.
Bret earned his bachelor’s degrees in Finance and Accounting from Lewis University. He lives with his wife, Jamie, and their three children. Outside of the office, he enjoys traveling, playing golf, and spending time with his family.
