Finance

Away from the race track, Brandon is a Financial Advisor working with a wealth management team that has a combined experience of over 70 years in the financial services industry. As a young professional, he works to develop relationships with prospective clients who are in search of financial planning advice. Brandon began his career in the investment industry at Pinnacle Investments after graduating from Syracuse University in May of 2014 with a Bachelor's degree in Psychology.

 

He is a Financial Industry Regulatory Authority General Securities Representative (Series 7) and a State Securities Agent (Series 63). He is also a Registered Investment Advisor Representative (Series 65) and New York State Insurance licensed for Life, Accident, and Health insurance.

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What Brandon can help you with:

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• Financial planning

• Retirement planning

• College planning

• Asset management

• Insurance

• Employer-sponsored retirement plans

• Payroll/HR outsourcing