Originally from Selma, Brandon attended the University of Alabama where he attained a Finance degree with a concentration in Real Estate in May 2007. Upon graduation, Brandon spent the first four years of his career with College Station Properties in Tuscaloosa, working as a manager primarily focused on student housing and commercial properties. In May 2011, he joined Morgan Keegan as a Financial Advisor which subsequently became Raymond James in April 2012. In July 2016, Brandon added the duties of Assistant Branch Manager to assist in the day-to-day operations of the Tuscaloosa office with a primary focus on new advisor development and training. In April 2019, Brandon earned his CERTIFIED FINANCIAL PLANNER™ certification. Being certified by the CFP Board of Standards means someone has voluntarily taken the extra steps needed to provide a high standard of financial planning to those they serve.
Brandon’s focus centers on investment management, which entails selecting the appropriate asset allocations and most effective investment strategies. While recognizing performance is significant, he also understands the importance of risk mitigation, tax efficiency and cash flow analysis. Each of these variables are essential in creating a customized portfolio to suit each client’s individual needs.
Brandon and his wife, Lindsey, have two boys, Charlie and Grady and are very involved in the community. He has served as President of the Morning Rotary Club of Tuscaloosa, Treasurer of Temporary Emergency Services, Treasurer of UCP of West AL, 2013 Leadership Tuscaloosa Graduate, Alexis de Tocqueville Society of the United Way of West AL, and a member of First Baptist Church Tuscaloosa. Outside of the office, Brandon enjoys spending time with his family, hunting, fishing, and sports.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.