Brandon J. Waters, CRPC
Since 2004, Brandon has focused 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 & Wealth Management Advisor with Gulfstream Financial, Brandon focuses his diverse experience to structure comprehensive financial plans and investment strategies, which help his clients work toward their specific and individualized goals. Brandon centers on diverse portfolio construction and maintenance, utilizing global equities, fixed income, and insurance strategies as the path towards each goals-based strategy. He is responsible for the due diligence and research in manager selection across all platforms, and also holds the Chartered Retirement Planning Counselor℠ designation.
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 & running programs for all ages, specifically to coaching youth Track & Field. His prior experience includes coaching championship middle & 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 & spending time with his family, and co-hosts a weekly boxing podcast. He is an avid theme park attendee, Star Wars & The Office enthusiast, and a huge Green Bay Packers fan!
CRPC conferred by College for Financial Planning.