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Brianna Mooty, J.D., LL.M, CAP®

Director of Estate and Charitable Planning

“I have found that among its other benefits, giving liberates the soul of the giver. ”
– Maya Angelou

 

As Director of Estate and Charitable Planning, Brianna is dedicated to designing lasting solutions for each clients’ estate, philanthropic, and tax-related needs. She works closely with Accredited’s wealth management teams to provide expertise in estate, tax, and charitable planning, as well as in trust and estate administration.

Prior to joining Accredited Brianna was a practicing attorney at one of the longest-standing law practices in Minneapolis.

Brianna is active in the community. She serves on the Guthrie Theater Corporate Council, Northside Achievement Zone Friends of the Future Leadership Team, and Women’s Foundation of Minnesota Professional Advisory Network Steering Committee.

WHAT EXCITES BRIANNA MOST ABOUT HER WORK?

Brianna enjoys connecting with clients on what is most important to them. By learning and understanding each client’s history, goals, and values, she collaborates with her clients and their other advisors to craft a legacy plan.

PERSONAL PURSUITS

Brianna enjoys yoga, traveling, and scuba diving.

Certifications:

Hamline University – B.A. in Latin American Studies and Social Justice
University of Minnesota – J.D.
New York University – LL.M. in Taxation
Chartered Advisor in Philanthropy (CAP®)