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
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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.
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