Brandon Sugg

Brandon Sugg is a seasoned financial advisor with a distinguished background in both wealth management and military leadership. He began his career at Merrill Lynch Wealth Management in 2013, where he specialized in hedge funds, private equity, and private credit on the alternative investments team before advancing to roles as Financial Advisor and Portfolio Advisor. His focus lies in crafting sophisticated investment strategies designed to meet the complex needs of affluent individuals, families, and institutions.

Prior to his career in finance, Brandon served over 12 years as a field artillery officer in the United States Army, including a combat deployment to Syria and the Middle East. His military service instilled in him a disciplined, mission-focused approach to leadership and strategic planning—qualities that continue to inform his work with clients today.

Beyond his professional achievements, Brandon is deeply engaged in philanthropic and community leadership. He serves on the Board of Directors for the Jewish Federation & Foundation of Northeast Florida, where he contributes to both the governance and finance committees. He is also a member of the finance committee at Congregation Ahavath Chesed and actively participates in the National Young Leadership Cabinet, a premier five-year program that cultivates emerging global leaders and philanthropists within the Jewish community. Additionally, he serves on the United Way of Northeast Florida Veterans Advisory Council, reflecting his ongoing commitment to veteran advocacy.

As a wealth advisor, Brandon leads with a client-centric philosophy rooted in trust, collaboration, and precision. He works closely with clients to understand their most important goals—whether it's preserving generational wealth, risk mitigation, or philanthropic opportunities. Through thoughtful dialogue and detailed analysis, his mission is to help clients navigate the complexities of wealth with clarity and confidence in a family office type environment.
_{*A Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third- party investment managers’ strategies, funds or portfolios.
**Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.}