Brandon Perzin
Brandon Perzin is a dedicated Financial Advisor with more than a decade of experience in the financial services industry. Since joining Merrill in 2012, he has focused his practice on helping clients build, manage, and preserve their wealth through personalized financial guidance. He has worked with individuals and families through every stage of the financial journey—from wealth accumulation and retirement planning to estate and legacy strategies. His approach centers on developing goal-based financial plans tailored to each client's unique needs. By taking the time to listen and understand what matters most, Brandon helps ensure that every recommendation is aligned with his clients' objectives and designed to support their long-term financial success.
Outside of his work, Brandon lives in the Canton neighborhood of Baltimore with his French Bulldog, Bogey. He graduated from The George Washington University with a degree in Business Administration and concentration in Finance. In his free time, Brandon enjoys golf, cooking and rooting for all Philadelphia sports teams.
Step 1:
A 20-30 minute call where we talk about your goals—this might include retiring at a certain age, buying a home, or funding your child's education. We'll also go over your financial picture, including your 401(k), investment accounts or savings accounts. Cash flow is another key part—we'll review your income, spending, and any other financial commitments. And, of course, I'll ask about your comfort with investment risk to ensure your plan aligns with your preferences. Largely, this call is your opportunity to tell me what's most important to you, and if there are any specific areas you'd like to focus on in our planning review.
Step 2:
We'll meet either in person at one of the Baltimore-area offices or virtually on Webex or Zoom. During this meeting, we'll take a deeper look at your financial plan—assessing where you stand in relation to your goals and discussing recommendations to keep you on track. We will utilize Merrill's Chief Investment Office's Capital Market Assumptions to help project your wealth. This step gives you a clear roadmap for your financial future.
*Note appointments can be added if needed. Appointments may run longer if financially complex.
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.
