President, Trinitas Wealth Management
Financial Advisor, RJFSA
Brandon joined Raymond James as a financial advisor in 2019. His passion for serving others and insatiable desire to broaden his industry knowledge has been a catalyst for the future of his practice. Brandon first used this desire, along with his desire to make a difference in individuals’ lives through a comprehensive financial plan, to obtain his Certified Financial PlannerTM designation in 2018. Building upon his economic degree, Brandon believes that the law of supply and demand applies to the market and, accordingly, helps to position assets to do well in today’s market. Brandon’s foundational beliefs are rooted in the ideas that we are called to be the best possible stewards and to serve others before ourselves.
Brandon began his career in the financial industry with Cary St. Partners as an intern in 2012. He was hired full time at Wells Fargo Advisors in 2015 after graduating from Davidson College with a degree in economics. At Davidson College, Brandon served as a two-time co-captain of the Davidson Swimming and Diving team. The dedication needed to be a Division I athlete and a student continue to follow him into his practice.
Brandon spends his free time with his wife, Shawnee, head track and field coach at Emory and Henry, and their sons, Rory and Beckett. They like to stay active, and spend time running together. Brandon also enjoys CrossFit, swimming and extreme physical activity, having completed a half-Ironman in 2014. Brandon serves others through his church and various mission trips throughout the U.S.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.