Brandon Vincent

Brandon is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security.

Brandon holds Series 6, 63, & 65 securities licenses plus life and health insurance licenses in SC.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Brandon serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Brandon will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

In his free time, Brandon enjoys hiking, running, and working out.

Supplement ADV Part 2B