Brandon Moore

About Brandon Moore

As a child, I constantly had the desire to be surrounded by people. No matter the age I would do anything I could to drum up a new conversation. When people would ask me what I wanted to do when I was older I struggled to give them a straight answer. All I knew was my career needed to have a positive impact on others while feeding my entrepreneurial spirit. I had the inclination success would not be found through material items, but through the love for people that surround me and a passion for what I do. My passion for people has allowed me to create a career as a Financial Planner helping individuals and families achieve their financial planning goals, including income strategies, investments, social security, and taxes. With utmost integrity, I provide my clients the best possible solutions that fit their lifestyle. My goal is to help my clients focus on today to create more opportunity for their tomorrow. Contact me to see how creating safe, tax efficient, retirement income can help you reach your financial goals. “It’s not about timing the market, it’s about time in the market.”

Experience

1. Wealth Advisor & Managing Partner

   Investwise Financial, Llc

   Jan 2018 — Present

   As a financial planner, I work closely with my team to provide every client with personalized guidance towards a secure financial future. Each client has a unique situation, so we take the time to truly understand where you are now and where you want to be and then provide the recommendations to get you there.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

• Grand Valley State University

  Bachelor of Business Administration (B.B.A.), Double major in Finance and Marketing, Emphasis in Sales

Skills

• Project Management
• Data Entry
• Microsoft Office
• Sales
• Marketing
• Stock Management
• Social Media
• Social Networking
• Data Analysis
• Entrepreneurship
• Finance
• Team Leadership
• Strategic Planning
• Market Research
• Social Media Marketing
• Employee Database Management
• Management
• Leadership
• Financial Analysis
• Critical Thinking