Brandon Williams

Bio

Working in the financial services industry since 2007, Brandon is dedicated to helping clients meet their financial needs by developing investment plans around their long-term goals, investment experience, time horizon and risk tolerance. This planning-based approach allows him to create and implement sound strategies tailored to each client’s individual needs. During his time in the industry, Brandon has experienced multiple major market shifts and events, which enables him to help his clients structure diversified portfolios to address their specific financial goals. Brandon’s practice is rooted in planning, and he utilizes that approach to cover every aspect of a client’s financial picture, including investment management, cash reserves, Trust and Estate planning strategies and insurance.

Brandon began his career as a Licensed Banker and previously worked as a Financial Advisor with SunTrust Investments and Wells Fargo Advisors. He has served Roanoke-area investors for his entire career and looks forward to helping them meet their financial goals for many years to come. Prior to beginning his financial services career, Brandon earned his B.A in Theology from Appalachian Bible College.

Away from the office, most of Brandon’s free time is spent with his wife and their son. A resident of Fincastle, Brandon and his family love being out in the country. Most Saturdays, you can find them on either a field or court watching their son play any sport he can get into. Brandon’s family also enjoys many outdoor activities such as hiking the Blue Ridge Mountains and discovering local restaurants for good eats.

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