portrait of Brandon E Wallis

About Brandon

For 20 years as a financial advisor, I have helped my clients to build and implement financial strategies centered around the values, life experiences and dreams that drive them. Working with a select group of families and small businesses, we utilize an established process which helps clients make educated financial decisions. I have helped many families navigate numerous economic cycles, and I've seen what works. I welcome the opportunity to partner with your attorney, your CPA and trusted professionals to personalize strategies to achieve your goals.

The components of our process include:

- Preparing for known expenses as well as unexpected life...

Work History

  • Edward JonesDecember 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Syracuse UniversityBachelor of Science

Personal Interests

  • Traveling
  • Spending Time with Family
  • Culinary Arts
  • Personal Fitness
  • Cycling

Team Members

  • Mariel Dominique
    Sr. Branch Office Administrator
  • Ivana Tugaoen
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

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