Brandon McGrew, Financial Advisor
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Insurance & Annuities
  • Intergenerational Planning

About Brandon

Dedicated to Your Financial Well-being:
I am a dedicated financial advisor committed to helping individuals and families achieve their financial goals. I focus in providing a variety of financial services designed to help clients grow, protect and transfer their wealth.

With a client-centric approach, my clients' best interests are placed above all else. I believe in building strong, lasting relationships founded on trust and transparency. I take the time to understand my clients' unique needs and aspirations, crafting personalized strategies to help them pursue financial success.

Qualifications and Experience:
I hold a CRPC™, or the Chartered Retirement Planning Counselor™, designation.
My CRPC™ designation focuses...

Work History

  • Edward JonesAugust 2023 to Current
  • GWFS Equities, IncOctober 2021 to July 2023

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Columbia International UnivMaster of Business Admin

Personal Interests

  • Spending Time with Family
  • Pickleball
  • Music
  • Football
  • Podcasts

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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