Born into a family of investment bankers broker/dealer owners, and with nearly two decades of experience in the financial services industry, Brandon’s knowledge in the equity, fixed income, and derivatives markets is appreciable. He enjoys using his considerable knowledge to help individuals, private enterprises, and foundations create customized wealth management plans and the portfolios necessary to pursue them.
Prior to joining Janney, Brandon worked in similar capacities at Raymond James, UBS, and Merrill Lynch. Antecedent to working in wealth management, Brandon spent several years on an equity trading desk where he developed the discipline and process that have become the foundation for the SOUND Wealth Management Group’s approach to client’s wealth management goals. His approach utilizes both fundamental and technical analysis methods - in conjunction with multiple respected research analysts - to develop client-specific wealth strategies, which enable the pursuit of investment objectives in a suitable manner for each individual or entity.
Brandon received his Bachelor of Business Administration with a minor in marketing from Florida Atlantic University. Prior to receiving his degree from FAU, he attended the laudable A.W. Dreyfoos School of the Arts in West Palm Beach, Florida with a concentration in percussion/drums and performed in concert, orchestral, jazz, and rock bands. He continues to play a variety of instruments, with an affinity for guitar.
Outside of the office, Brandon is actively involved with Take Stock in Children Palm Beach County and is a former board member of the Dreyfoos School of the Arts Foundation.
Some of his hobbies include cycling, gardening, practicing vinyasa yoga, and writing and recording rock and children’s music.
He lives in Palm Beach Gardens with his wife and their two sons.
Born into a family of investment bankers broker/dealer owners, and with nearly two decades of experience in the financial services industry, Brandon’s knowledge in the equity, fixed income, and derivatives markets is appreciable. He enjoys using his considerable knowledge to help individuals, private enterprises, and foundations create customized wealth management plans and the portfolios necessary to pursue them.
Prior to joining Janney, Brandon worked in similar capacities at Raymond James, UBS, and Merrill Lynch. Antecedent to working in wealth management, Brandon spent several years on an equity trading desk where he developed the discipline and process that have become the foundation for the SOUND Wealth Management Group’s approach to client’s wealth management goals. His approach utilizes both fundamental and technical analysis methods - in conjunction with multiple respected research analysts - to develop client-specific wealth strategies, which enable the pursuit of investment objectives in a suitable manner for each individual or entity.
Brandon received his Bachelor of Business Administration with a minor in marketing from Florida Atlantic University. Prior to receiving his degree from FAU, he attended the laudable A.W. Dreyfoos School of the Arts in West Palm Beach, Florida with a concentration in percussion/drums and performed in concert, orchestral, jazz, and rock bands. He continues to play a variety of instruments, with an affinity for guitar.
Outside of the office, Brandon is actively involved with Take Stock in Children Palm Beach County and is a former board member of the Dreyfoos School of the Arts Foundation.
Some of his hobbies include cycling, gardening, practicing vinyasa yoga, and writing and recording rock and children’s music.
He lives in Palm Beach Gardens with his wife and their two sons.
Tuned Into What Matters
We’re proud to serve our communities with purpose and professionalism, bringing both heart and expertise to every client relationship. Our respected industry designations—and a shared belief in Janney’s values—reflect our commitment to doing meaningful work with integrity.
