Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Mr. Brandon has been helping clients make sense of their financial situation for the better part of 22 years. Whether conducting nationwide seminars geared to the basics of investing for companies’ 401k plans or conducting retirement income analysis for those clients who want to know “Can I retire now?” or” What monthly amount of money can I safely withdraw from my lifetime nest egg so as not to run out of money ?”,”What if my wife or I become ill”, Mr. Brandon will develop a lifetime individual client relationship to examine the risk exposures that put even the best laid wealth planning strategies in jeopardy. Mr. Brandon will work with client’s attorneys to help clients navigate the intergenerational transfer of wealth process, commonly known as the estate planning process.
Mr. Brandon is a member of the Burlington Breakfast Rotary. Mr. Brandon is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Planning Counselor designation conferred by the College for Financial Planning. Mr. Brandon is also a graduate of The University of Massachusetts in Amherst . Mr. Brandon currently lives in Amherst NH with his wife of twenty seven years, Maria Jose and his two sons, Daniel and Alex.
Paul S. Brandon, CFP®, CRPC®
Senior Portfolio Advisor
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *CRPC® and Chartered Retirement Planning Counselor are registered service marks of the College for Financial Planning.
University of Massachusetts Amherst MA
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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.
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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.