Brandon Kershaw
Principal | Financial Advisor | Family Office Services at CAPTRUST
- Role
- Principal at CAPTRUST
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Brandon Kershaw
I joined CAPTRUST in May 2023 from Southern Wealth Management and serve as a Principal. I provide lead comprehensive financial planning and oversight for clients by identifying, implementing, and monitoring strategies that meet each client’s investment, financial, insurance, philanthropic, tax, and wealth transfer needs.
Experience
Principal
May 2023 — Present · Dallas, TX, US
Education
Baylor University - Hankamer School of Business
Accounting and Finance
1993 — 1998
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