Serving the Charlotte area, Brandon provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Brandon works closely with you to develop an investment plan that works for your unique objectives.

Personal Background

As an Financial Advisor, my goal is to assist clients in developing an investment strategy geared toward their personal, long-term goals. Whether that goal is to save for a child's education, go on a dream vacation, plan for retirement or simply build wealth, I can offer aid and support. By understanding what is important to you and your comfort with risk, I will guide you through each step to keep you on track to achieve these goals. Through it all, I am dedicated to providing you high quality client service. Whether you are an individual investor or business owner, I can assist you in creating and implementing strategies that will help you attain your goals and ambitions. I was born and raised in Long Island, New York. I am a New York Jets and Mets fan. Growing up I played football, lacrosse and basketball, therefore I know how critical mutual respect, communication, and teamwork are to achieving a common goal. While completing my undergraduate studies in the great state of North Carolina, I fell in love with the area. At my alma mater High Point University in High Point, NC, I majored in Business Administration and minored in Finance and Economics. Just a couple of weeks after graduation, I earned my FINRA 7 and 66 registrations and began my career in Financial Services. I am extremely blessed that I have a career through which I am able to impact on the lives of the people in my community in a meaningful way. I enjoy connecting with successful professionals, families, retirees and individuals looking to take the next steps to prepare for their future. After building strong relationships, I will work with you to lay the foundation for transforming your dreams into reality. I am eager to continue to grow my business in the Charlotte area.

Education

High Point University

Licenses & Professional Designations*

Series 7,Series 66,Life Insurance

Contact Me

About Fifth Third Securities

"With Fifth Third Securities, your plans and aspirations are in the hands of seasoned financial professionals focused on serving you.
We are committed to providing you personalized, comprehensive financial services designed to preserve and grow your assets, protect your family, and allow you to create the lifestyle you want."

Learn More

Individual Investment Services

Investment Solutions

Passageway Managed Account

Individual Retirement

Business Retirement

Financial News and Insights

Financial Market Roundup

The Financial Market Roundup provides a monthly snapshot of the month's notable financial, political, and market events.

Subscribe Now

Financial Insights

The Financial Insights helps keep you informed with relevant articles focused on the markets, investing, and person finance.

View Articles

BrokerCheck

Visit FINRA’s BrokerCheck® to learn more about our financial professionals and Fifth Third Securities.

+Deposit and credit products provided by Fifth Third Bank, National Association, Member FDIC, Equal Housing Lender.
*Securities and investments offered through Fifth Third Securities, Inc.

Investing involves risk, including the possible loss of principal invested. Diversification and asset allocation do not guarantee better performance and cannot eliminate the risk of investment loss.

Fifth Third does not provide tax or legal advice. Please consult your tax advisor or attorney before making any decisions or taking any action based on this information.

Passageway is an investment advisory service offered by Fifth Third Securities. For additional information about the advisory services offered by Fifth Third Securities, please speak with your Investment Professional or ask for a copy of the Firm's Passageway Managed Account Wrap Fee Program Brochure (ADV Part 2A).

*Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA / SIPC, a wholly owned subsidiary of Fifth Third Bank, National Association, a registered broker-dealer, and a registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training.

*Securities, Investments, Investment Advisory Services, and Insurance products: