Brandon Moulton
As a Financial Advisor at Merrill, I help clients design and implement personalized financial strategies aligned with their goals, values, and vision for the future. With a deep understanding of the complexities of wealth, I focus on delivering tailored solutions in areas such as retirement planning, investment management, tax-efficient strategies, and estate planning.
Backed by the global resources of Bank of America and the trusted legacy of Merrill, I provide clients with holistic guidance and proactive advice - through every stage of life.
Who I work with:
-High net worth individuals and families
-Pre retirees and retirees navigating life transitions
-Business owners and entrepreneurs
-Young professionals and next-generation investors
What I value:
-Building long-term, trust-based relationships
-Empowering clients through financial education
-Delivering clarity in a complex financial world
I am a proud graduate of Michigan State University's Eli Broad College of Business, where I was a member of the Wealth Management Program. Outside of work, I enjoy spending time with my wife, daughter, and our two dogs. You can often find me outdoors - boating, hunting, golfing, and making the most of time with my family and friends.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
