Brittani McCormick
FPQP™
Paraplanner
Brittani McCormick is a Paraplanner at BCWM, and as such she works closely with the firm’s Wealth Advisors and Client Service Representatives. She plays an essential role in preparing material for client reviews, which includes liaising with clients to access up-to-date financial information. She performs similar tasks for the Portfolio Management team, assembling documents for reviews with institutional clients.
Brittani earned a B.A. in Communication from the University of Missouri-Columbia, where she was also a two-year starter on the gymnastics team. She also holds the Financial Paraplanner Qualified Professional designation (FPQP™). In her spare time, she volunteers on the board for the Mizzou Letterwinners Club.