Background
Brandon is a Senior Vice President and Legal Wealth Advisor, with the Truist Legal Specialty Group. As a seasoned advisor with over 20 years of experience working in private banking and wealth management platforms, he focuses on serving the needs of law firms and individual attorneys in the Palm Beach and Broward markets, striving to add value to the legal community with his extensive industry experience along with the support of the firm’s dedicated, full-service Legal Specialty team.
Brandon’s experience is working directly with high-net-worth individuals and families, business owners, foundations, endowments, and not-for-profit organizations. He helps to develop and provide comprehensive wealth management advice that holistically incorporates trust and estate planning, open architecture asset allocation strategies, portfolio management, asset protection, risk management, tax planning, legacy planning, and charitable giving. He strategically works with his clients’ estate planning attorneys and tax advisors to help develop customized financial planning solutions designed to provide asset protection and multi-generational support in the most complex family relationships.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
*Truist
and its representatives do not provide tax or legal advice. You should consult
your individual tax or legal professional before taking any action that may
have tax or legal consequences.
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Personal Interests
Brandon values serving the communities he's been a part of throughout his lifetime. He recently served as a board member for the Ronald McDonald House of Long Branch and New Brunswick in New Jersey and remains active in their charitable planning efforts. In his spare time, he's an avid waterman as both a well-travelled surfer and competitive paddleboarder with an appreciation for the salt water outdoors.