Brandon Baldwin
BIOGRAPHY
Brandon joined Merrill Lynch Wealth Management in 2011. As a Wealth Management Advisor Brandon is able to unite his passion for the markets with his desire to help clients achieve their goals. His objective is to become a trusted resource to each client so that they may rely on him for guidance in their pursuit of financial security.
EDUCATION
In 2011 Brandon earned an M.B.A. with a concentration in Finance from the University of La Verne. Prior to business school he graduated with a bachelor's degree from San Diego State University in 2004. Brandon has achieved the CERTIFIED FINANCIAL PLANNER™, CFP® certification as well as the Chartered Retirement Planning CounselorSM designation.
PERSONAL
Brandon and his wife Tamra reside in Newport Beach along with their two children, James and Addison. The Baldwin family enjoys spending time outdoors; favorite activities include hiking our local trails and unwinding at the beach.
PROCESS
Every client has their own unique set of needs and objectives. Brandon and his strategy team believe that the investment portfolio is but one of the financial needs deserving of attention. This level of detail and bespoke service is provided consistently at Merrill.
Brandon helps Merrill clients plan holistically for the long-term by adhering to a proven approach based on the Merrill Lynch Wealth Management Process:
1. Establish Clear Objectives
2. Evaluate & Define Strategy
3. Implement Recommendations
4. Review Progress & Refine Goals
Please feel free to reach out for an in-depth discussion surrounding this process. We look forward to hearing from you.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
