Brandon is CERTIFIED FINANCIAL PLANNER® professional & Junior Partner with The De Cerbo & Associates Team at Merrill, a Forbes "Best In-State" Wealth Management Team in 2025 (Published on January 9, 2025. Rankings based on data as of March 31, 2024), where he works with a select group of individuals and families — including professional athletes, coaches, divorcees, and senior executives — to deliver customized, goals-based wealth management strategies. His approach centers on building enduring relationships rooted in trust, discretion, and a deep understanding of each client’s unique financial landscape
He has earned multiple industry credentials that underscore his commitment to excellence, including CERTIFIED FINANCIAL PLANNER®, CFP® (certification awarded by the Certified Financial Planner Board of Standards Inc.), Chartered Retirement Planning Counselor™, CRPC™ and the Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™ designations (both awarded by the College for Financial Planning Institutes Corp).
Brandon holds a Bachelor of Science in Finance from the Rutgers Business School, graduating cum laude, while also distinguishing himself as a letterwinner at Tight End under Head Coach, Greg Schiano, on the Scarlet Knight's Football Team, a 3-time Academic All-Big Ten honoree and a 2021 Big Ten Distinguished Scholar. Brandon brings the same discipline and performance-driven mindset to his advisory practice as he did when he was a Division I athlete.
Away from the office, he enjoys golfing, collecting sports memorabilia, spending time with his friends & family, and staying closely connected to the game of football. Brandon is also a happy lifelong resident of Somerset County.
2025 Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Clear, open communication is at the heart of effective wealth management. I strive to involve you and your family in every step of the financial decision-making process. Conversations about wealth—especially across generations—can be complex, but I help make them easier by guiding thoughtful, productive discussions. Together, we'll create strategies that not only manage and grow your assets but also help educate and prepare the next generation for long-term financial success.
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.
