Brandon Burriss

About Brandon Burriss

First Vice President. Financial Advisor. CERTIFIED FINANCIAL PLANNER™ professional.Over 15 years of professional experience serving affluent families and their interests. Have developed a disciplined, repeatable process for wealth creation and wealth transfer strategies.At minimum, your long-term savings should outpace inflation and leave the legacy you desire. Experience with- Financial Planning- Investment Management / Asset Allocation / ESG Strategies- Alternative Investments- Cash/Treasury Management- 501(c)3 & 501(c)6- Corporate 401k, Profit Sharing Plans- Working Capital- Lending Solutions, NMLS ID# 11•••87Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.Disclosure: Asset allocation does not ensure profit or protect against loss in declining markets. Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved. Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

Experience

1. Financial Advisor, First Vice President

   Morgan Stanley

   Oct 2022 — Present · Geneva, IL, US

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Education

• DePauw University

  Bachelor's Degree

  2005 — 2009