Brett Shane Bernstein, CFP®
Brett is a Managing Partner and co-founder of XML Financial Group. He serves as the firm’s head of the financial planning department and manages the opera¬tions of the firm. Previously, he was a Vice President and Senior Financial Advisor at Merrill Lynch, where he was designated Producing Sales Manager for a complex that managed over $5 billion in assets. Brett was named one of the Top Board Presidents of the Year two years in a row by BoardRoom magazine for his service as President of Lakewood Country Club. BoardRoom magazine annually recognizes the world’s top private club presidents for their out¬standing work, their understanding of the industry and role and responsibilities of the club’s board of directors (January 31, 2012/January 31, 2013).
Education and Philanthropy
Brett received a bachelor of science degree in finance from the University of Maryland’s Robert H. Smith School of Business and continued his education at Georgetown University. He earned his CFP® designation in 2003. He is a certi¬fied Ethics Instructor for the Certified Fi¬nancial Planner Board of Standards, Inc. Board of Examiners and has previously volunteered his time to write certifica¬tion exam questions. Brett is a four-time President of the Board of Directors for Lakewood Country Club and has been its membership chairman and Vice Presi¬dent. He is the President of the So What Else Charity, was the Vice Chairman of the GW Cancer Institute Advisory Board, and has previously served on the Eagle¬Bank Foundation Golf Committee.