Brent R. Mekosh, CFP®,
team leader, mp advisors, llc
Brent’s strategic vision for MP Advisors is to understand what motivates his clients and leverage that knowledge to align their financial resources with their most important goals. His passion for this business centers on helping clients achieve more than they could have ever imagined.
Financial planning and wealth management has been a part of Brent’s life since he first began investing in stocks at the age of 12. After graduating with a B.S. in Finance from the University of Colorado at Boulder in 1995, Brent went to work in New York City on the trading floor of the New York Stock Exchange (NYSE) with a predecessor firm of Bear Wagner Specialists. During that time he quickly rose to become Vice President of trading and a member of the NYSE. After trading hours, he earned an MBA in Finance and International Business from New York University.
In 2006, Brent left New York and backpacked for a year. His journey took him across Africa, India, Australia and Southeast Asia. He also spent time living off the grid in North America. His travels eventually took him to Arizona, and he liked the Grand Canyon state so much he decided to stay! In 2007, Brent joined Raymond James with a commitment toward building a practice focused on the financial well-being of his clients. A decade later in 2017, he co-founded MP Advisors with his long-time friend and Raymond James colleague, Myra Page.
Today, Brent is a CERTIFIED FINANCIAL PLANNER™ Professional, Certified Exit Planning Advisor® and Certified Investment Management Analyst®, holding the Series 4,7,24,31,51,63 and 65 licenses. He is also a member of Valley Estate Planners, East Valley Estate Planners and serves on the board of A 2nd Act. He is an alumnus of Scottsdale Leadership, Class XXIV.
Brent lives in Phoenix with his wife Paige, their children Nicholas and Arden, and their dog Kansas. He is a certified SCUBA diver and an instrument-rated pilot. In addition to working with his clients, Brent enjoys trail running, camping, cooking, playing the guitar (badly), and reading lots of history. He still loves to travel a few times a year, but now when he steps off the map he brings his family with him!
Check the background of this investment professional on FINRA’s BrokerCheck
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
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