Brandon works with high-net-worth and ultra-high net worth individuals and families focused on building, managing, protecting, and transferring their wealth. His clients include successful executives and business owners of national and multinational firms, as well as professionals in the areas of medicine, law, and finance. As a Sports & Entertainment Accredited Wealth Management AdvisorSM, Brandon specializes in working with clients with unique opportunities. He takes pride in working with multiple generations within his clients’ families, valuing the opportunity to teach the family story to the next generation, help guide future philanthropic giving, and help ensure fidelity to the family’s legacy and financial mission.

A CERTIFIED FINANCIAL PLANNERTM professional, Brandon utilizes his advanced knowledge and training to help clients shape and manage their financial priorities, providing guidance to help them make informed decisions across complex financial matters and life circumstances. A Vice President, Brandon has worked for large firms including JP Morgan, and has been with Wells Fargo Advisors since 2022.

Brandon is driven by a passion for excellence that extends to every facet of his role as a financial advisor and portfolio manager. He consistently strives to learn more, do more, and be more for his clients as he utilizes the full breadth of exclusive resources available through Wells Fargo Advisors and affiliates. Everything Brandon does is driven by his top priority: providing clients with a completely custom holistic wealth plan that helps position them to achieve the goals and milestones that are most important to them, whether that be living life to its fullest, protecting generational wealth, planning for business succession, or creating a legacy for the future.

Paired with Brandon’s laser-focus on developing unique comprehensive goals-based wealth strategies is his commitment to ensuring each of his clients feels valued, heard, and cared for in every interaction. For Brandon, it is not only imperative but it is his nature to provide the exceptional service his clients need, want, and deserve. Brandon’s signature blend of discipline, focus and tenacity coupled with his down-to-earth disposition gives clients confidence in his devotion to understanding and prioritizing their goals.

He strives to educate clients about their options and opportunities with the goal of empowering them to make the best choices for themselves, their businesses, and their families. Brandon also regularly collaborates with clients’ attorneys, accountants, and other professionals to help ensure goal alignment and consistency of approach. He attended University of Maryland and has a B.S. in Finance and completed the University of Maryland’s Banking & Private Wealth Management Fellows Program.

A New York native, Brandon grew up in Northern Westchester and has called New York City home since 2017. In his spare time, he enjoys an active city lifestyle, playing golf, snowboarding, traveling, and spending time with family and friends.