Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Brandon joined Merrill Lynch Wealth Management in 2011. As a Wealth Management Advisor Brandon is able to unite his passion for the markets with his desire to help clients achieve their goals. His objective is to become a trusted resource to each client so that they may rely on him for guidance in their pursuit of financial security.
In 2011 Brandon earned an M.B.A. with a concentration in Finance from the University of La Verne. Prior to business school he graduated with a bachelor's degree from San Diego State University in 2004. Brandon has achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification as well as the Chartered Retirement Planning CounselorSM designation.
Brandon and his wife Tamra reside in Newport Beach along with their two children, James and Addison. The Baldwin family enjoys spending time outdoors; favorite activities include hiking our local trails and unwinding at the beach.
Every client has their own unique set of needs and objectives. Brandon and his strategy team believe that the investment portfolio is but one of the financial needs deserving of attention. This level of detail and bespoke service is provided consistently at Merrill.
Brandon helps Merrill clients plan holistically for the long-term by adhering to a proven approach based on the Merrill Lynch Wealth Management Process:
1. Establish Clear Objectives
2. Evaluate & Define Strategy
3. Implement Recommendations
4. Review Progress & Refine Goals
Please feel free to reach out for an in-depth discussion surrounding this process. We look forward to hearing from you.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.