Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Brandon began his financial services career in 2012 after graduating with a B.A. in Economics from Pepperdine University. He focuses on diversification through multi-asset class investment strategies that are customized to help meet the specific short- and long-term needs of attorneys, fiduciaries, business owners, entrepreneurs, venture capitalists, real estate professionals, corporate executives, engineers, athletes and high-net-worth individuals. By utilizing sound risk management principles and tax efficient strategies, Brandon is able to implement individually tailored recommendations.
Brandon’s consultative and goals-based approach to wealth management begins with developing a thorough understanding of the client’s family and assessing their needs. After gaining insight into their goals, risk preferences, liquidity needs and personal values, Brandon leverages his background in Economics and wealth management—as well as the resources available to him through Merrill Lynch—to help his clients live life the way they imagine.
A San Jose native and former Division I athlete, Brandon maintains a passion for health and fitness. In his free time he enjoys relaxing with his wife, reading, playing master’s water polo, weight lifting, hiking, skiing and watching movies. As the President for Pepperdine’s Bay Area alumni chapter, Brandon is responsible for cultivating alumni relationships and fostering service in the community. He is a member of West Valley’s water polo club, where he participates in a number of tournaments throughout the year. Brandon is also a regular attendee of the Santa Clara County Estate Planning Council; Silicon Valley Bar Association; Real Estate Radio Live’s broadcasting events; Biblical Business Training at Family Community Church; Silicon Valley Prayer Breakfast at Stanford; Venture Innovation and a number of other professional organizations.
Investment Banking Institute
Valley Christian High School
West Valley College
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer NMLS # 953282
Structured Credit Executive
We offer you access to the investing insights of Merrill Lynch 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.