Ultrahigh-net-worth investors can have complex needs. That's why Abbot Downing, Wells Fargo's group serving investors with $50 million or more, has family historians and psychologists on staff.
The industry has largely moved to a team model, but some advisors may finish out their careers as 'bachelors,' says John Taft, CEO of RBC's U.S. wealth management division.
Brandon leads all Wealth Advisors at United Capital, a company focused on reaching beyond the money to help people make conscious decisions about their entire financial life. As one of the founding firms of United Capital, Brandon has helped transform the company from a crazy idea to one of the most innovative and progressive brands in the financial services world.
In his current role, Brandon has three main focuses: Wealth Advisor Relations where he serves as an advocate and liaison to the firm’s growing number of advisers; the firm’s MDA (Million Dollar Advisor) Program focused on accountability and coaching, and finally New Advisor Partnerships, where he helps adviser facilitate their transition and new partnership with United Capital.
A recognized champion and leader of Gen X and Y, Brandon frequently lends his unapologetic tone and enthusiasm to various industry forums, social media and other media outlets, such as The Wall Street Journal, SmartMoney, Financial Planning, and Investment News.
Brandon graduated with honors from Texas Tech University and holds a BS in Personal Financial Planning and is a Certified Financial Planner™ Practitioner. His wife, Shelby, keeps him focused, and their identical, mirror-image twin boys keep him on the move constantly.