Brent R. Chappell, CFP®, CIMA®
Brent Chappell is a Managing Partner and Founder of Chappell Wealth Management. Brent helps clients through a collaborative approach designed to simplify the complexities of their financial lives. With more than two decades of experience, his goal is to give clients the peace of mind that comes from knowing that they have engaged with a seasoned and highly distinguished team of professionals that are willing to spend the time to fully understand the dynamics of their goals and to solve for the specifics.
Brent was an honors student at the University of Texas at Austin and graduated in 2001 with dual degrees in Finance and Spanish. He joined Merrill Lynch Wealth Management in 2003 and departed as a Managing Director in 2023 to found Chappell Wealth Management. Brent was accepted into MENSA in 2006 and received his CIMA® designation from the Investments & Wealth Institute™ (The Institute) after completing executive education in investment management from the Wharton Business School. He is also a CERTIFIED FINANCIAL PLANNER™, CFP® certificant, awarded by the Certified Financial Planner Board of Standards, Inc. He holds a Series 7, Series 66 and Series 31 FINRA registrations.
Brent and his wife, Elizabeth and their 3 children reside in The Woodlands, TX. Brent enjoys playing golf and pickleball and cheering on his children at their sports and academic contests.
- Forbes “Best-in-State Wealth Advisors” for five consecutive years – 2018-2022Barron’s
- “Top 1,200 Financial Advisors: State-by-State” – 2020, 2021, 2022
- Forbes “Best-in-State Wealth Management Teams” – 2023
