Paul Brandon
,
Assistant Vice President, Wealth Management Advisor
25 Burlington Mall Road
Burlington, MA 01803
781.229.7430
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Mr. Brandon has been helping clients make sense of their financial situation for the better part of 22 years. Whether conducting nationwide seminars geared to the basics of investing for companies’ 401k plans or conducting retirement income analysis for those clients who want to know “Can I retire now?” or” What monthly amount of money can I safely withdraw from my lifetime nest egg so as not to run out of money ?”,”What if my wife or I become ill”, Mr. Brandon will develop a lifetime individual client relationship to examine the risk exposures that put even the best laid wealth planning strategies in jeopardy. Mr. Brandon will work with client’s attorneys to help clients navigate the intergenerational transfer of wealth process, commonly known as the estate planning process.

Mr. Brandon is a member of the Burlington Breakfast Rotary. Mr. Brandon is a CERTIFIED FINANCIAL PLANNER professional. Mr. Brandon is also a graduate of The University of Massachusetts in Amherst. Mr. Brandon currently lives in Amherst NH with his wife of twenty seven years, Maria Jose and his two sons, Daniel and Alex.

Paul S. Brandon, CFP®
Senior Portfolio Advisor

About Me
Welcome

One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.

About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Paul Brandon is registered to do business in AZ, CA, DE, FL, GA, LA, MA, ME, MI, NH, NJ, NY, OR, SC, VA, WA.