portrait of Brandon M Monette
FINANCIAL ADVISOR

Brandon M Monette

CFP®, ChFC®, AAMS™
4410 Mint Hill Village Ln, Suite 102, Mint Hill, NC 28227opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Golfing
  • Sports Enthusiast

Team Members

  • Emily Smith
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(980) 859-2549

Fax

(888) 220-6720

Office Address

4410 Mint Hill Village Ln
Suite 102
Mint Hill, NC 28227opens in a new window

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