Brandon focuses on providing highly personalized wealth management advice and guidance to his clients. For Brandon, achieving financial goals starts with a comprehensive wealth strategy. Taking the time to understand what matters most to his clients is at the foundation of his service. Brandon can help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk.
Brandon was invited to join Merrill Lynch Wealth Management and The Chau Gardner Group as a financial advisor in 2020. Now a partner of the 7 member team, Brandon focuses on serving the unique wealth management needs of management consultants, financial professionals, business owners, attorneys and corporate executives.
Brandon has earned his CRPS designation, supporting him as he effectively administers retirement plans for businesses and their employees. Brandon has the ability to recommend implementation techniques that can be executed into well-structured, company-appropriate retirement plans. Brandon also holds the Series 7 and Series 66 FINRA registrations.
Brandon is a graduate of the University of Miami where earned degrees in both Finance and Accounting. Before joining Merrill, Brandon worked as an equity trader where he gained valuable on micro and macro-economic factors that affect the equity markets.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
