Professional
Brandon graduated from the University Georgia with a degree in Finance.
He is a Wealth Management Advisor and Field Director. Brandon holds his Series 7 & 66 securities registrations.
Certifications & Designations
CFP® CERTIFIED FINANCIAL PLANNER™
The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is one of the most recognized financial planning marks
in the world. CFP® certification identifies to the public those individuals who have met rigorous professional
standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness,
confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an
educational designation or state license in that it is based upon requirements that have been determined by extensive
job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP®
certification prepares the financial services professional for a career-long commitment to meeting the ever-changing
financial needs of clients.
CLU® CHARTERED LIFE UNDERWRITER
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost
educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their
CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical
advice. For financial representatives, field management, home office personnel, and others involved in providing life
insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to
professionalism.
SERIES 7 & 66 SECURITIES LICENSES
The Series 7 License is required of individuals soliciting the purchase or sale of corporate, municipal and U.S.
government securities, options, direct participation programs, investment company products, investment company
products, and variable contracts.
The Series 66 License is required of individuals acting as or soliciting for the investment advisors and soliciting the purchase or sale of securities within a state.
Recognitions
FORUM Award
*Presented to Advisors who achieve the highest level of excellence in client service.
Lives Leader Summit Qualifier
*Awarded to Advisors who demonstrate sustained growth and building a consistent, high preforming practice.
Industry Association Membership
NAIFA Atlanta Top Advisor Under 40 (2014-Present)
*Awarded to top Advisors in Atlanta under the age of 40.