Brandon Helms
Strategic Consultant & Investment Banker Serving Advisory Firm Founders, Owners & Executives | Former Top Advisor & Wholesaler
- Role
- Vice President at MarshBerry
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Brandon Helms
I’ve spent the last two decades living almost every side of the advisory business. From rolling up my sleeves and helping build two $20B+ firms, to sitting across the table as a top wholesaler. Today, I serve as an investment banker and strategic advisor to wealth, retirement, and RIA business owners across the country. My mission is simple: equip leaders at the helm of their firms to make more informed decisions. Maximizing enterprise value, creating generational impact, and designing businesses worth passing on. Whether you\'re scaling up, stepping back, or somewhere in between, I’m here to help you make your next move with clarity and confidence. I’m a faith based 41 year old geriatric millennial married to my amazing wife for 17+ years with 8 and 11 year old boys and a mini-golden doodle pup. We live in Greensboro, NC and although we both went to Appalachian State University our boys have convinced us to become Clemson Tiger fans. We are in a season of transformation focused on setting big goals (ex: running a marathon) alongside creating lasting experiences for our family.(ex: sporting events, travel) Because life is all about relationships and experiences!MarshBerry – Helping Clients Learn, Improve & Realize ValueFounded in 1981, MarshBerry serves the insurance distribution and wealth management industry including insurance agents & brokers, specialty distributors, private equity firms, and wealth management firms. MarshBerry’s industry-specific services help clients build, enhance and sustain value through: Merger & Acquisition Advisory*, Debt & Equity Capital Raising, Financial Consulting, Market Intelligence & Benchmarking, Organic Growth Consulting, Connect – Executive Peer Exchange, and Platform Aggregation. Learn more at banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC
Experience
Vice President
Jul 2024 — Present · Greensboro, NC, US
Education
Appalachian State University
Bachelor's degree, Finance & Banking, Insurance & Risk Management, International Business
Skills
- Retirement Planning
- Investment Strategies
- Retirement Plan Consulting
- Qualified Retirement Plans
- Retirement
- Retirement Savings
- Investments
- Employee Benefits
- Maximize
- Building Relationships
- Due Diligence
- Financial Markets
- Financial Advisory
- Independent Financial Advice
- Employee Engagement
- Growing Businesses
- Helping Clients Succeed
- Erisa
- Profit Sharing
- Series 7
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