Bret Livingston is a seasoned professional with extensive experience in financial management and operations, currently serving as a Chaplain in the US Army since August 2019. Bret has held various key positions at United Capital Financial Advisers, including Vice President of Partners Performance and Vice President of Regional Office Operations, where responsibilities included relationship management, strategic development, and the implementation of technology to enhance client experiences. Bret also served as Vice President of Investment Operations at United Capital, focusing on operational workflow improvements and the creation of a centralized trading team. Earlier experience includes roles at Fidelity Investments, where Bret advanced through several management positions. Educational qualifications include a Master’s Degree in Christian Ministry from Dallas Baptist University and a Bachelor’s in Humanities and Social Science from the University of Massachusetts Dartmouth.
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