Brandon Kershaw Email & Phone Number
Partner, Investment Advisory Services @ Southern Wealth Management, LLP
Brandon Kershaw's Location
Dallas, TX, US
Brandon Kershaw's Work
- Partner, Investment Advisory Services @ Southern Wealth Management, LLP
- Principal, Investment Advisory Services @ Southern Wealth Management, LLP
- Director, Client Advisory Team @ Tolleson Wealth Management
- Manager, Personal Financial Planning @ KPMG US
Brandon Kershaw's Education
- Baylor University - Hankamer School of Business1993 - 1998
Brandon Kershaw's Skills
- Wealth Management Services
- Investment Advisory
- Client Services
- Estate Planning
- Property and Casualty Insurance
- Income Tax
- High Net Worth Individuals
- Independent Financial Advice
- Risk Management
- Valuation
Brandon Kershaw's Summary
Brandon Kershaw, based in Dallas, TX, US, is currently a Partner, Investment Advisory Services at Southern Wealth Management, LLP, bringing experience from previous roles at Southern Wealth Management, LLP, Tolleson Wealth Management and KPMG US. Brandon Kershaw holds a 1993 - 1998 Baylor University - Hankamer School of Business. With a robust skill set that includes Wealth Management Services, Investment Advisory, Client Services, Estate Planning, Property and Casualty Insurance and more, Brandon Kershaw contributes valuable insights to the industry. Brandon Kershaw has 3 emails on RocketReach.
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