Brandon is an Analyst at Legacy Family Wealth of Rockefeller Capital Management. He works with clients to create comprehensive financial planning solutions for their unique goals. Brandon performs analysis and research to assist the team with the management of their investment strategies.
Brandon’s career over the past decade has been spent at both Merrill Lynch and Morgan Stanley, where he was responsible for providing advice that spanned almost every facet of his clients’ financial lives, most recently acting in the role of Insurance Planning Director to assist his high-net-worth clients with protecting not only their lifestyle, but their legacy. Brandon’s passion for the numbers and their translation into actionable ideas has been driven by the desire to design and implement resilient financial plans so our clients can achieve the legacy they envision for their families.
As a Phoenix native, Brandon enjoys spending time outdoors with his wife and 3 children and can often be found hiking, biking, or 4-wheeling through the diverse Arizona wilderness.