Jeff M. Brandon

About Jeff M. Brandon

Top performing CERTIFIED FINANCIAL PLANNER™ with over 20 years’ experience leveraging financial planning as a road map to financial security and creating focus, priority and a sense of urgency with business owners and high net worth clients to implement solutions. Consistent performance across banking, lending, investments, and insurance. Professional Skills– CFP® CERTIFIED FINANCIAL PLANNER with experience in retirement, education, insurance, and estate planning- CEPA Certified Exit Planning Advisor providing roadmaps to plan for successful business transitions- Life, Disability and Long Term Care Insurance analysis- Wealth client relationship management, financial plan sales and implementation, investment, and banking- Exceptional communication and presentation skills- MoneyGuidePro, NaviPlan, eMoney Advisor Financial Planning software experience and Morningstar Advisor Workstation- Strong experience with Microsoft Office, Excel, Word, and PowerPoint. » Potential titles: Director of Financial Planning, Certified Financial Planner™, CFP®, Wealth Planning Strategist, Estate Planner, Financial Planner, Investment Advisor, Investment Planner, Retirement Planner, Wealth Advisor, Wealth Manager, Wealth Planner, Wealth Relationship Manager, Financial Advisor, Estate Advisor, Relationship Manager, Insurance Risk Advisor, Risk Planner.jmbweb97 [at] gmail.com67••••••18

Experience

1. Senior Wealth Planner

   Smith Howard Wealth Management, Llc

   Feb 2019 — Present · Atlanta, GA, US

   Responsible for comprehensive financial planning with High Net Worth households ($1-$100 million) and increasing market share of clients’ net worth.* Evaluating, designing, implementing, and monitoring strategies to help clients achieve their goals.* Developing financial plans around the client\'s income tax situation, estate plan, charitable giving goals, education savings, retirement plans, and insurance/risk management needs.* Educating business owners and evaluating value growth opportunities to maximize the proceeds of future sale* Conducting family meetings to discuss estate planning, gifting, and tax strategies for wealth transfers.* Motivating clients through modeling outcomes to take action to achieve their goals.* Analyzing clients\' complete financial picture to identify potential tax, estate, and insurance hazards and impediments to their goals.* Collaborating with the Marketing Department to author four articles annually to communicate impacts of tax law. changes and financial planning concepts to clients and the general public.* Mentoring junior financial planners on best practices and advanced financial, estate, and tax planning concepts.* Responsible for evaluating and implementing Client Relationship Management software and Estate Planning software.* Developing and maintaining procedures for the financial planning process for the company to increase efficiency and accuracy, cutting planning turn around times by 30%.* Partnering with Smith + Howard accountants to act as subject matter expert and to generate additional business.* eMoney Planning link: https://connect.emaplan.com/45p

Education

• Georgia Institute of Technology

  Bachelor of Industrial Engineering (BSIE), Industrial Engineering

  1991 — 1997

• College for Financial Planning

  CFP Certification Professional Education Program, Financial Planning and Services

  2013 — 2015

Skills

• Investments
• Wealth
• Trusts
• Banking
• Risk Management
• Insurance
• Financial Advisory
• Roth Ira
• Financial Analysis
• Iras
• Wealth Management
• Wealth Management Services
• Holistic Financial Planning
• Retirement Planning
• Portfolio Management
• Loans
• Finance
• Independent Financial Advice
• Credit
• Strategic Financial Planning
• Estate Planning
• Series 7
• Sep Ira
• Financial Services
• Consumer Lending
• Series 65
• Financial Planning
• Commercial Lending