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Steve Brannan, Financial Advisor

FINANCIAL ADVISOR
Steve Brannan

ChFC®, CEPA®, CRPS™
200 Centreport Dr Ste 149, Greensboro, NC 27409opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Values and Faith Based Investing
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Not-for-profit Organizations

About Steve

At Edward Jones, my approach as a financial advisor is centered on deeply understanding my clients' objectives before discussing their investment options. By engaging closely with clients and their CPAs, attorneys and other professionals, I tailor financial strategies to meet their specific needs. Additionally, I help develop comprehensive retirement savings strategies to ensure clients have diverse options for a secure retirement.

A key focus of my practice is assisting business owners with succession planning. In September 2023, I earned the Certified Exit Planning Advisor® or CEPA® designation. This designation provides specific education on how to help business owners have a successful...

Work History

  • Edward JonesJanuary 2012 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Seattle Bible CollegeBachelor of Arts

Personal Interests

  • Camping
  • Gardening
  • Community Outreach
  • Board Games
  • Crafts

Team Members

  • Sylvia Mayon
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(336) 668-4233

Fax

(877) 620-4747

Office Address

200 Centreport Dr Ste 149
Greensboro, NC 27409opens in a new window

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