Jeff Brandon Email & Phone Number
Senior Wealth Planner @ Smith + Howard Wealth Management, LLC
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Jeff Brandon Location
- Atlanta, GA, US
Jeff Brandon Work
- 2019 -now Senior Wealth Planner @
- 2017 -2019 Vice President, Wealth Management Client Adviser @
- 2016 -2016 Certified Financial Planner @ Your Wealth Partners
- 2010 -2016 Vice President, Private Wealth Advisor @
- 2003 -2010 Officer, Financial Specialist (Licensed Banker) @
- 2001 -2003 Agent, Registered Representative @
- 1997 -2001 Marketing Analyst and Planner, Industrial Engineer @
Jeff Brandon Education
- College for Financial Planning 2013-2015
- Georgia Institute of Technology 1991-1997
Jeff Brandon Skills
- Credit
- Investments
- Banking
- Risk Management
- Insurance
- Financial Planning
- Retirement Planning
- Estate Planning
- Trusts
- Financial Analysis
- Series 7
- Series 65
- Strategic Financial Planning
- Consumer Lending
- Wealth Management
- Finance
- Financial Advisory
- Financial Services
- Wealth
- Portfolio Management
- Loans
- Commercial Lending
- Independent Financial Advice
- Wealth Management Services
- IRAs
- Roth IRA
- SEP IRA
- Holistic Financial Planning
- Strategic Financial
Jeff Brandon Summary
- Jeff Brandon, based in Atlanta, GA, US, is currently a Senior Wealth Planner at Smith + Howard Wealth Management, LLC. Jeff Brandon brings experience from previous roles at Fidelity Bank, Your Wealth Partners, BB&T and Wachovia Bank. Jeff Brandon holds a 2013 - 2015 College for Financial Planning. With a robust skill set that includes Credit, Investments, Banking, Risk Management, Insurance and more. Jeff Brandon has 2 emails and 2 mobile phone numbers on RocketReach.
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