Brandon Whaley Email & Phone Number

Retirement Ready Specialist @ Prudential Advisors

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Brandon Whaley Location

Jacksonville, FL, US

Brandon Whaley Work

Retirement Ready Specialist @ (February 2025 - Present)
Financial Advisor @ (August 2024 - February 2025)
Financial Advisor @ (May 2023 - July 2024)
Private Client Advisor @ (September 2019 - May 2023)
Financial Solutions Advisor @ (October 2014 - September 2019)
Financial Consultant @ (March 2014 - September 2014)

Brandon Whaley Education

Southeast Missouri State University
Bachelor's Degree
2006-2008
Southeast Missouri State University
Bachelor of Science (Criminal Justice/Police Science)

Brandon Whaley Skills

Auditing
Banking
Building Business Relationships
Building Internal & External Relationships
Building Long-term Relationships
Business Retirement Plans
Client Profiles
Client Relationship Strengthening
College Education Planning
Compliance Analysis
Compliance Assessments
Compliance Implementation
Compliance Regulations
Compliance Reporting
Computational Chemistry
Consolidated Financial Statements
Continuous Process Improvement
Corporate Retirement Plan Management
Criminal Justice
Criminology
Critical Thinking
Cross-functional Collaborations
Customer Interaction
Customer Relationship Management (CRM)
Customer Satisfaction
Customer Support
Customized Investment Portfolios
Decision-Making
Documentation
Documentation Control
Economic Development
Equities
Estate and Retirement Planning Services
Ethical Decision Making
Ethics
FINRA
Family Wealth Management
Federal & State Regulatory Compliance
Fiduciary Services
Financial Coaching
Financial Controlling
Financial Data
Financial Data Analysis
Financial Goals
Financial Integration
Financial Planning
Financial Planning and Analysis (FP&A)
Financial Policies
Financial Regulation
Financial Reporting
Financial Risk Management
Financial Statements
Fixed Income Strategies
High Level Of Accuracy
Income Tax
Incorporation
Insurance
Internal Controls
International Auditing Standards
Investment Advice
Investment Advisory Services
Investment Analysis
Investment Law
Investment Management Consulting
Investment Policy Statements
Lead Generation
Liquidity Management
Long Term Business Planning
M&A Negotiations
Make/Buy Decisions
Managing New Wealth
Market Research
Mitigation Strategies
Operational Enhancements
Owner-managed businesses
Personal Retirement Strategies
Portfolio Analysis
Portfolio Performance Analysis
Product Requirements
Psychology Education
Referral Networking
Regulated Industry
Regulations
Regulatory Analysis
Regulatory Compliance
Regulatory Guidelines
Regulatory Requirements
Regulatory Standards
Regulatory Strategy
Reporting Requirements
Retirement Plan Consulting
Retirement Planning
Sales and Marketing
Small Business Strategies
Standards-based
Team Facilitation
Tenacious Work Ethic
Training
Transparency
Trigonometry
Retirement Strategies
Estate Considerations
Roth IRAs
Traditional IRAs
SEP IRAs
Simple IRAs
529 Plans
Coverdell
Common Stocks
Portfolio and Retirement Plan Reviews
401(k)
401(k) Rollovers
403(b)s
457(b)s
Edward Jones Advisory Solutions
Edward Jones Income Manager
Certificates of Deposit
Corporate Bonds
Municipal Bonds
Mortgage-backed Securities Bonds
Financial Calculators
Fixed Income
Retirement Consolidation
Saving,Spending and Borrowing Solutions
Systematic Investing
Mutual Funds
Investor Education Programs
Managed Account Program
401k Rollovers
Finance
IRAs
Retirement
Roth IRA
Traditional IRA
Corporates
Customer Service
Team Building
Financial Services
403Bs
401k
Spending And Borrowing Solutions
Saving
Mortgage Backed Securities Bonds
457Bs
401 Rollovers

Brandon Whaley Summary

Brandon Whaley, based in Jacksonville, FL, US, is currently a Retirement Ready Specialist at Prudential Advisors. Brandon Whaley brings experience from previous roles at Edward Jones, Merrill Lynch Wealth Management, JP Morgan and Merrill Edge. Brandon Whaley holds a 2006 - 2008 Bachelor's Degree @ Southeast Missouri State University. With a robust skill set that includes Auditing, Banking, Building Business Relationships, Building Internal & External Relationships, Building Long-term Relationships and more. Brandon Whaley has 1 emails and 4 mobile phone numbers on RocketReach.