Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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Your advisor is a click away within our site or mobile apps
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*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. Merrill Lynch Wealth Management 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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.