Senior Wealth Advisor
CurrentAs a Senior Wealth Advisor, Brandi adds industry knowledge and investment experience to the team. She began her career at Morgan Stanley in 2017, after a long and successful career in real estate. She specializes in advising high net worth individuals, families, and business owners with a hands-on, personalized approach. Her desire to work alongside her clients to build and protect wealth aligns perfectly with G Squared Private Wealth’s core values framework. Her previous career in real estate investment and lending uniquely positions her to add value when advising clients. Brandi specializes in complex planning for high-net-worth individuals by providing detailed financial plans and customized portfolio solutions. Brandi earned a degree in Communication with a minor in Business from Texas A&M University. After graduating in 2003, she built her real estate practice in the Bryan College Station area and became involved in numerous organizations throughout the community. She is a past president of the Leading Women Express Network of the American Business Women’s Association, and has held various board positions including Habitat for Humanity, Chamber of Commerce, American Heart Association, and B/CS Board of Realtors. She is currently a member of Scotty’s House Women of Courage, treasurer for The Woman’s Club of BCS, and is the junior high track coach at Brazos Christian, where her children attend school. She enjoys playing golf, spending time at the lake, taking in Aggie sports and rooting on her daughters, Cate and Claire, in sports and equestrian competitions with her husband Clint.
