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Brandon Mendoza

Financial Advisor
1414 Raleigh Rd
Chapel Hill NC 27517
(919) 428.2168
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Profile

I work with individuals and families to organize their financial lives, define meaningful goals, and build personalized strategies for the future. My approach combines thoughtful planning, clear communication, and an ongoing commitment to helping each client make informed financial decisions.

About Me
Your Goals. Your Priorities. Your Financial Strategy.

I take the time to understand what matters most to you and develop personalized strategies designed for your financial future.

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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Brandon Mendoza is registered to do business in FL, GA, KY, NC, NY, SC, TN, TX, VA.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.