portrait of Brandon Giorgetta

About Brandon

As a dedicated financial advisor at Edward Jones, I'm committed to building strong, long-lasting relationships with my clients. I believe in taking a personalized approach to financial advice, tailoring strategies to meet individual needs. Let's navigate your long-term financial and retirement goals together with clear, concise and understandable information.

With a solid foundation in finance, earned through a Bachelor of Science in business administration with a finance concentration from Trinity University, and previous experience at Merrill Lynch, I'm equipped to navigate complex financial landscapes. I have earned the Accredited Asset Management Specialist™ designation which further underscores my commitment to professional excellence.

Beyond...

Focus Areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

Work History

  • Edward JonesSeptember 2022 to Current
  • Bank of America, N.A.March 2019 to September 2022

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Trinity UniversityBachelors

Personal Interests

  • Golfing
  • Mountain Biking
  • Pets
  • Skiing
  • Spending Time with Family

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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