Branham-DeBorde Wealth Management Group
At The Branham DeBorde Wealth Management Group, we serve an accomplished clientele that hopes to accomplish more.
Operating on multiple cylinders to address clients’ specialized financial needs, we’ve come to assist physicians and attorneys, successful business owners, investment bankers at other firms, and corporate executives (many who are now consulting in their second careers). We also serve divorced and widowed women, and generations of families in North Carolina and more than 15 other states.
With no cookie-cutter clients, we don’t employ cookie-cutter strategies. To serve those who demand an uncompromised measure of acumen and attention, we focus on each client’s most significant priorities and goals for family and career. Our planning-based approach is a hallmark of our offering. Catering to each client’s needs – and input from both spouses – we formulate long-term, tax-sensitive strategies and investment allocations using BofA Global research and due diligence.
Having come from Banc of America Investment Services, we are highly skilled and motivated to identify needs and opportunities on both sides of clients’ balance sheets. On a regular basis, we provide access to residential and securities-based lending, as well as treasury management, expansion and construction financing, and other forms of commercial lending. Our numerous contacts within the firm include small business bankers, trust specialists and others we “bring to the table” on behalf of clients.
We are well aware that successful individuals like you can choose from among thousands of advisors. We are also aware that our own diligence and performance can help you focus more squarely on your family and career. We have families, too. By providing genuine care and consistency, we can help optimize your wealth, so that you can enjoy the people and passions in your life.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
*Banking and Lending Services are through Bank of America, N.A.
More often than not, clients come to us for a rigorous planning-based approach they didn't enjoy previously. Some are experiencing a significant life or career transition. Others have reached a point where the complexities of their financial picture demands an extra measure of sophisticated financial advice and guidance.
With our heavy emphasis on planning, The Branham DeBorde Wealth Management Group considers the broader canvas of clients' lives for each recommendation we make. Our goal? To help clients achieve what dollars and cents alone cannot – the satisfaction of feeling comfortable in having wealth and its enduring benefits. These fundamental pillars of "financial wellness" are critical to our highly personal approach. By doing our jobs well, we help clients who work and play hard, rest easily.
Working closely with ambitious women and men, we begin with friendly, yet in-depth discussions – of a client's circumstances, plans, wishes, and concerns for their money, loved ones, and overall financial life. And we ask questions, "What do you want to accomplish? Who are you responsible for? What do you want for those you love? What's your primary concern? What do you envision three years from now? And what role would you like us to play?"
Revisiting questions like those above over the course of each client relationship, we can adjust financial strategies so that decisions move in synch with a client's needs and outside factors.
We also ask clients to consider if their needs extend beyond investing to banking and borrowing, tax efficiency, and wealth transfer or insurance – areas that already comprise their financial picture and deserve considerable attention.
In addition to our team's insights, we allow clients to benefit from others we've assisted in similar positions. We feel fortunate to have long memories and relationships. Each of us is as proud of the referrals we receive as the results we deliver.
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.
