Brandon McFadden

Brandon M. McFadden, CWS®, AIF®
Managing Director Senior Wealth Advisor Truist Bank

320 W Street Rd

Warminster, PA 18974-3221

About me

Background

Brandon McFadden is a Senior Wealth Advisor and Managing Director with Truist Bank offering clients more than 22 years of financial services. Along with his partner, Christopher Freddo, Wealth Advisor, and their team of specialists, they work with clients on banking, lending, insurance, and financial and estate planning.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. in Economics
Strayer University
M.B.A. in Finance
Holy Family University

Personal Interests

Brandon lives in Yardley Pa with his wife Kathleen and their two children Colin & Charlotte. They are huge Eagles Fans and enjoy spending time at the Shore. 
Brandon serves on the board of directors at the Bucks County Community College Foundation and is also a trustee for the Bucks County BAR Foundation. Brandon has also served as the Chairman of the board at the Lower Bucks County Chamber of Commerce.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Locations

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