Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
A complicated world requires tailored strategies unique to your needs. I provide my clients with access to resources of a global institution, delivered through a boutique like experience personalized to you. Your goals are of utmost importance to you and your family. They deserve the utmost care.
Brandon is a Financial Advisor who works with families, businesses, and affluent individuals to provide boutique level experience, global capability, and intellect designed to reflect the unique circumstances of his clients. Brandon emphasizes a client first approach, in depth customization, and a commitment to service. He earned his Finance degree from North Central College where he was a four year collegiate athlete on the men's wrestling team, an avid member of Student Government, and published a novel.
Brandon follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in the community.
North Central College
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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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.