Senior Financial Advisor, JD
Brandon joined Larson Financial Group in 2012, and leads the Raleigh-Durham, NC office as a Senior Financial Advisor. Brandon’s goal is to come alongside clients to bring peace of mind in having a comprehensive plan in place that protects and provides growth. This service takes the burden off the client in managing and directing the complexities of financial and administrative responsibilities. Brandon seeks to provide clients added confidence in knowing that their families, estates, wealth, and legacies are protected and aligned with their objectives.
With Brandon’s unique blend of knowledge in financial planning, law, consulting, and investment banking, he has valuable experience in a wide array of issues that investors are likely to encounter. He holds the following licenses and designations: J.D., Series 7, Series 66, Life and Health Insurance licenses, and Medicare Supplement/Long-Term Care Insurance license. Brandon received his bachelor’s degree in finance and marketing from the University of Virginia McIntire School of Commerce, ranked as the #2 undergraduate business program in the nation according to Bloomberg Businessweek 2014 rankings. Brandon also completed a law degree at Regent University School of Law, studying estate planning, tax, contracts, business entities, and commercial transactions.
Prior to law school, Brandon has worked in investment banking, management consulting, and wealth management. During his legal studies, Brandon gained experience working for law firms that concentrate on estate planning, contracts, and transactions, also working for a state supreme court judge. While outside of the office, Brandon enjoys playing sports, working out, traveling, and serving in his church. Brandon and his wife, Sarah, are passionate about devoting significant effort to helping the poor and oppressed in the U.S. and abroad.
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530 Meridian Pkwy
Durham, NC 27713