Prior to joining Crescent Sterling Ltd., Brandon worked as a Financial Advisor for AE Wealth Management for three years, where he specialized in portfolio management, asset allocation, education savings planning, and retirement planning. His primary focus was creating individualized retirement strategies for clients based on their long-term income needs and investment objectives. He also worked with a number of local business owners to help them strategize for retirement and structure exit strategies. Brandon is Crescent Sterling Ltd.’s representative in the Jefferson Parish Chamber of Commerce and is the President of the New Orleans Regional Council for Business Economics.

 

Brandon is from “Up the Bayou”, where he grew up in Assumption Parish. He relocated to Metairie after graduating from Nicholls State University where he obtained a Bachelor of Science Degree in Finance.