Born into a family of investment bankers and broker/dealer owners, and with more than a decade of experience in the financial services industry, Brandon’s knowledge in the equity, fixed income, and derivatives markets is appreciable. He enjoys using his considerable knowledge to help individuals, private enterprises, and foundations create customized wealth management plans and the portfolios necessary to pursue them.
Brandon, and the entire SOUND Wealth Management Group team, left UBS in 2014 to join Raymond James. Prior to UBS, he worked in a similar capacity at Merrill Lynch. Antecedent to working in wealth management, Brandon spent several years on an equity trading desk where he developed the discipline and processes that have become the foundation for the SOUND Wealth Management Group of Raymond James’ proprietary portfolios which are managed on a discretionary basis and are part of the overall investment offerings provided to SOUND Wealth Management Group clients. Brandon’s approach utilizes both fundamental and technical analysis methods – in conjunction with multiple respected research analysts – to develop client-specific wealth strategies, which enable the pursuit of investment objectives in a suitable manner for each individual or entity. Brandon holds Series 7, 63 and 66 licenses and multiple life and variable annuity appointments across various states.
Brandon received his Bachelor of Business Administration with a minor in marketing from Florida Atlantic University. Prior to receiving his degree from FAU, Brandon attended the laudable A.W. Dreyfoos School of the Arts in West Palm Beach with a concentration in percussion and performed in concert, orchestral, and jazz bands.
Brandon is actively involved with the Norton Museum of Art, Friends of Jupiter Beach, Habitat for Humanity, Take Stock in Children Palm Beach County, and the Big Heart Brigade. He is a former board member of the Palm Beach International Film Festival (PBIFF) and a current board member of The Dreyfoos School of the Arts Foundation. Brandon lives in Palm Beach Gardens with his wife, Rebecca, and their two sons, Gibson (b. 2015) and Corbin (b. 2017).
Raymond James is not affiliated with any of the above mentioned organizations.