As a Vice President on MarshBerry’s Financial Advisory team, Brandon’s background in building fast-growing financial advisor teams gives him a unique perspective on consulting with advisors on growth strategy and succession planning.
His commitment to using clarity to make more informed decisions when working with clients helps drive retirement and wealth advisors to steward their businesses.
Brandon’s core focus is providing financial advisors with ideas & insights specific to their business today that align with their vision for the future. Many times, this includes anticipating any potential challenges advisors face as they grow and ways to overcome them.
Prior to MarshBerry, Brandon led financial advisor distribution in the southeastern U.S. for a global asset manager where he delivered tailored value-add business consulting to some of the largest financial advisor teams in the country. In addition, Brandon spent close to a decade building both individual and institutional businesses, experiencing firsthand the challenges and opportunities of operating a successful financial advisory business.
Brandon holds the FINRA Securities Industry Essentials (SIE®) Exam, and the Series 7, 79, and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA registered Broker/Dealer of Marsh, Berry & Co., LLC.
Brandon attended Appalachian State University and currently lives in Greensboro, NC, with his wife Lauren, two boys Carter and Greyson, and their mini goldendoodle – Rose. In his free time, Brandon enjoys exercising, watching college football & Premier League soccer, and various outdoor activities.
