Brandon focuses on delivering wealth and asset management strategies to high net worth individual and institutional clients based on each client's risk tolerance, time horizon, liquidity needs, and overall investment goals. His team focuses on doing so with exemplary service. Prior to joining Merrill Lynch Wealth Management in March of 2006, Brandon was employed by a multi-national insurance and financial planning firm. Brandon received a B.S. in Economics, as well as a Markets and Management Certificate, from Duke University in Durham, NC. A 2002 graduate, he also served as captain of the varsity golf team.
Brandon is involved in local organizations such as the American Cancer Society and the Roanoke Valley Golf Hall of Fame Scholarship Committee, where he helps determine recipients for the $100,000 in scholarship awards given annually to high school seniors and college students. Additionally, he enjoys giving back to his alma mater by being an area alumni interviewer for admissions to Duke University.
Brandon is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and holds a Chartered Retirement Planning Counselor, CRPC® designation. In addition, he is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis
Brandon is a Roanoke native and resides in southwest county with his wife, Caroline, and daughter, Lilly.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.