Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
Financial Advisor
Brandon has a passion for helping individuals, families, businesses and institutions build, manage, preserve and transition wealth over time using client-focused investment planning strategies based on prudent and proactive risk management. He has focused his career on living honestly with discretion, integrity, privacy, leadership & loyalty to achieve success as his clients define it.
Brandon was raised in Devine, TX, studied Economics & Linguistics at The University of Texas San Antonio and has worked in the financial industry since 2001. During his 22+ year career, Brandon has earned multiple securities (6,7,31,63,65) & insurance licenses as well as many professional accreditations.
Brandon and his family live Alamo Heights and belong to Alamo Heights Presbyterian Church where they are actively involved in volunteerism and Scouting. In their free time, they enjoy traveling, spending time at their ranch raising cattle and other animals, gardening and practicing land and wildlife stewardship. Brandon loves traveling the world, hiking mountains, hunting for food, fishing and being in the wilderness.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
First Vice President–Wealth Management
Financial Advisor
Brandon has a passion for helping individuals, families, businesses and institutions build, manage, preserve and transition wealth over time using client-focused investment planning strategies based on prudent and proactive risk management. He has focused his career on living honestly with discretion, integrity, privacy, leadership & loyalty to achieve success as his clients define it.
Brandon was raised in Devine, TX, studied Economics & Linguistics at The University of Texas San Antonio and has worked in the financial industry since 2001. During his 22+ year career, Brandon has earned multiple securities (6,7,31,63,65) & insurance licenses as well as many professional accreditations.
Brandon and his family live Alamo Heights and belong to Alamo Heights Presbyterian Church where they are actively involved in volunteerism and Scouting. In their free time, they enjoy traveling, spending time at their ranch raising cattle and other animals, gardening and practicing land and wildlife stewardship. Brandon loves traveling the world, hiking mountains, hunting for food, fishing and being in the wilderness.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
