Brandon J. Waters, CRPC
Senior Vice President
407-214-6895
Brandon focuses on the planning needs of his high net worth clients and their families. His prior experience was with Merrill Lynch as a Financial Advisor as well as Morgan Stanley as a First Vice President. Today, serving as Senior Vice President and Wealth Management Advisor with Gulfstream Financial, Brandon focuses his diverse experience to structure comprehensive financial plans and investment solutions, which help his clients work toward their specific and individualized goals. Brandon holds the Chartered Retirement Planning Counselorâ„ designation conferred by College for Financial Planning.
Brandon earned his Bachelors of Business Administration degree in Finance from Stetson University, minoring in e-Business Technology. While there, he participated in the exclusive Roland George Investment Program, where he gained experience in equity analysis and fixed income positioning, as well as portfolio management. Brandon was also President of Pi Kappa Phi, President of the Order of Omega, member of the Baptist Collegiate Ministry, Interfraternity Council, Omicron Delta Kappa and the Student Government Association.
Having run in several marathons, Brandon devotes his time to develop fitness and running programs for all ages, specifically to coaching Track and Field. His prior experience includes coaching championship middle and high school athletes, who have gone on to compete at the collegiate and international levels.
Additionally, Brandon is active in his local church congregation, loves reading and spending time with his family, and is an avid theme park attendee. He is also a Star Wars and Anime enthusiast, and a huge Green Bay Packers fan!