Brandon Vincent 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.
LICENSES & ACCREDITATIONS
- Series 6, 63, & 65 Securities Licensed
- Life & Health Insurance Licensed
- Annuity Licensed
- Long Term Care Insurance Licensed
AREAS OF EXPERTISE
- Retirement Planning
- Tax Planning
- Life Insurance
- Long Term Care Insurance