Brandon Perkins

Brandon Perkins is a Senior Vice President and Senior Financial Advisor with the Swancutt, Perkins and Danek Group at Merrill Lynch Wealth Management. Brandon provides customized advice and guidance to wealthy individuals, couples, families, and businesses, helping them advance their financial goals more thoughtfully and strategically. A natural leader, he takes great satisfaction in helping clients evaluate their options, identify best practices, and institute sound habits in their efforts to become more capable and confident stewards of their wealth.

Adept in multiple facets of wealth management, Brandon’s areas of focus include tailored investment management, cash-flow analysis, retirement planning, higher-education funding, and wealth-transfer strategies. He is also experienced in working with business owners to design and implement retirement-planning initiatives and employee-education programs to attract and retain valuable team members. Responsive and reliable, Brandon enjoys building long-term relationships with the clients he serves, anticipating their needs based on their evolving life priorities and interests.

Brandon has earned a number of national honors for his work:

• Forbes “Next Gen Best-in-State Wealth Advisors” list in 2023, 2024. (Published annually Aug – Sept. Rankings based on data as of March 31
  of current year.)
• Forbes "Best-in-State Wealth Management Teams" list, 2023 and 2024, as a member of the Swancutt, Perkins & Danek Group. (Published annually in January. Rankings based on data as of March 31 of prior year.)
  
  Prior to joining Merrill in 2017, Brandon spent six years with Key Investment Services and Key Bank, where he served as a Financial Advisor and Branch Manager, respectively. He began his financial services career in 2011. His banking background provides him with direct knowledge of commercial and residential lending, as well as a variety of consumer banking services. He earned his undergraduate degree in History from Oregon State University, where he was a three-time letter-winner in wrestling.
  
  An enthusiastic Beavers supporter, Brandon is a board member of the OSU Wrestling Endowment Fund, which is designed to ensure the permanent position of the wrestling program within the University. 
  
  Brandon and his wife Tina have three children. In his free time, Brandon enjoys hunting, fishing, traveling, and spending time with his family.
  
  Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1985 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
  
  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 the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. 
  *Banking and Lending Services are through Bank of America, N.A. (NMLS#947759)