Brandon LaCroix
Senior Vice President, Wealth Management Advisor
110 Franklin Rd SE
Roanoke VA 24011
(540) 985.5414
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Brandon LaCroix
Profile

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.

Recognition
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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About Me
Philosophy

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.

About Merrill

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.

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Brandon LaCroix is registered to do business in AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MD, MN, MS, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.