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
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.
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.
