Brandon Roisman

CFP®
First Vice President, Investments

For more than 30 years, Brandon has been helping fulfill the investment and retirement planning needs for clients. By carefully listening to their financial goals and what they would like to ultimately achieve, she has helped them create personalized financial plans with which to pursue their objectives. Brandon joined Raymond James in 2013 from Smith Barney, the firm at which she worked (throughout a succession of buyouts and mergers) since beginning her career in the financial industry in 1978.

Brandon has achieved the designation of CERTIFIED FINANCIAL PLANNER professional. The achievement of this designation is one of many ways in which Brandon demonstrates her continuing commitment to provide clients with the utmost in professional care and guidance. To attain this designation, Brandon completed the rigorous CFP® certification process and continues to meet ongoing certification renewal requirements.

In 1976, Brandon earned a bachelor’s degree in history from Marshall University and also completed her master’s degree in history there in 1977. Originally from Grosse Pointe, Michigan, Brandon and her husband, Tully, live today in South Point, Ohio. She is very active in the community, where she serves as a trustee for the Huntington Museum of Art. Brandon also enjoys cooking, scuba diving and Zumba.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.