Brittany Frazier

Brittany Frazier is a CPA, financial planner and Investment Advisor Representative. She holds a Bachelor of Business Administration in Accounting, a Bachelor of Arts in Spanish, and a Master of Science in Accounting from Southern Methodist University. She joined CWA in 2013 after beginning her career at PricewaterhouseCoopers as a senior associate.  

“The most rewarding aspect of what I do is that I can help clients feel secure in their financial future. Along the way, the invaluable relationships I create with clients allow us the opportunity to merge their business and personal lives to create a path toward achieving their financial goals.” 

In addition to her role as a financial planner, Brittany founded the CWA Women in Financial Planning group, which provides mentorship and support for the firm’s female advisors. She is a founding member of the firm’s Women in Wealth initiative, the Sapphire Circle, which empowers women through financial education, networking, leadership development, and shared experiences. Brittany serves on the firm’s Speaking Committee and played a key role in founding LEGACY by CWA. 

Brittany is a frequent speaker at industry conferences, study clubs, and podcasts nationwide. She serves on the SMU Cox School of Business Alumni Board and received the SMU Distinguished Young Alumni award in 2024. She is also a member of the Women’s Finance Exchange and serves on the board of the 3to1 Foundation, where she presents on financial literacy topics in both in English and Spanish.  

In her spare time, Brittany enjoys traveling to the mountains, snow skiing, attending the theatre and cheering on her favorite sports teams. She and her husband, James, have three young children.