Brandon Fraley

Brandon Fraley Email and Phone Number

First Vice President, Investments @ Raymond James
Lexington, KY, US
Brandon Fraley's Location
Greater Lexington Area, United States
Brandon Fraley's Contact Details

Brandon Fraley work email

Brandon Fraley personal email

Brandon Fraley phone numbers

About Brandon Fraley

Brandon is an experienced Financial Advisor and founding partner of The Bolton Fraley Group at Raymond James. With energy and enthusiasm, Brandon empowers clients to achieve new levels of financial success through a disciplined wealth management approach and a commitment to outstanding service. He enjoys educating clients on how to create and execute an effective financial plan, reduce risk in their portfolio, and make more confident decisions about their wealth. For Brandon, professional success is measured in terms of client well-being and goal achievement.A graduate of Morehead State University (MSU) with a B.B.A. degree in Business Administration, Brandon began his career in the pharmaceutical industry, working for Merck & Co. and Sanofi-Aventis in a number of sales and leadership roles. In 2011, he made an important decision to join Morgan Stanley for the opportunity to work directly with individuals and families and to help make a significant difference in the quality of their financial lives.After establishing himself as a caring and successful Financial Advisor, Brandon’s responsibilities expanded in 2012 to manage Morgan Stanley’s Huntington, WV branch. Five years later, he relocated to Lexington, continuing to serve his clients, while providing the advisors in his new branch with the skills, tools and resources required to grow their practices and meet the needs of their clients. In 2020, Brandon joined forces with Anne Bolton, an experienced Financial Advisor who also worked in a different industry before becoming a financial advisor. Together, they align their years of hands-on business experience with their desire to help others solve their financial challenges to provide a truly differentiating client experience.Brandon enjoys working with like-minded clients who appreciate the level of skill and service he and his partners deliver. Their consultative wealth management process begins with asking the right questions and actively listening. This information then serves as the foundation for the development of a comprehensive plan and investment portfolio that reflect each client’s goals for the future. Brandon and Anne receive great satisfaction knowing they are helping clients simplify their financial lives, while achieving their short- and long-term goals.How to connect with Brandon:Email: brandon.fraley@raymondjames.comPhone: 859|232-8250Website: www.TheBoltonFraleyGroup.com

Brandon Fraley's Current Company Details
Raymond James

Raymond James

View
First Vice President, Investments
Lexington, KY, US
Website:
raymondjames.com
Employees:
18734
Brandon Fraley Work Experience Details
  • Raymond James
    First Vice President, Investments
    Raymond James
    Lexington, Ky, Us
  • Raymond James & Associates, Inc.
    First Vice President, Investments
    Raymond James & Associates, Inc. Aug 2024 - Present
  • Morgan Stanley
    First Vice President | Financial Advisor | Branch Manager
    Morgan Stanley Nov 2012 - Aug 2024
    Lexington, Ky
    Brandon began his career in the pharmaceutical industry, working for Merck & Co. and Sanofi-Aventis in a number of sales and leadership roles. In 2011, he made the decision to join Morgan Stanley as a Financial Advisor for the opportunity to work directly with individuals and families to make a real difference in the quality of their financial lives. After establishing himself as a financial advisor, his responsibilities were expanded to manage the firm’s Huntington, West Virginia branch. In addition to serving the needs of his personal clients, Brandon works closely with financial advisors, providing them with the skills, tools and resources to take their business to the next level.Disclaimers: © 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlBrandon Fraley may only transact business in states where he is registered or excluded or exempted from registration. https://brokercheck.finra.org/individual/summary/5902921 Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Brandon Fraley is not registered or excluded or exempt from registration.NMLS#: 1440030
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley 2011 - 2012
    Huntington, Wv
    Responsible for the creation/implementation of customized investment strategy for individual and business clients. While leveraging individual and company resources to ensure the FAA Program’s Production Goals are consistently achieved.
  • Sanofi-Aventis Us
    Specialty Sales Professional | Training Specialist
    Sanofi-Aventis Us 2005 - 2010
    Louisville, Ky | Bridgewater, Nj
    Responsible for the promotion of Multaq and Plavix to Electrophysiologists, Cardiologists, Endocrinologists, and Internists. While maximizing company resources to ensure promotional objectives are consistently achieved. While also serving as the Louisville Area Speaker Liaison, Area Training Mentor, and Mid-Atlantic Area Think Tank Representative.As a Training Specialist I demonstrated my ability to effectively manage multiple key STLD projects simultaneously including: Diabetes University, Phase 1 – Home Study, Phase 2 class manger - Live Training, Phase 3 - Intermediate Training, Phase 4 class manager - Follow-up Training, material management, and product training websites. During which I received Master Training Certification in the following areas Advanced Training techniques, Advanced Interviewing / Closing, Managed Care, Atherosclerosis / ACS (Plavix), Atrial Fibrillation (Multaq), Diabetes (Lantus/Apidra), P3 Coaching, and Adobe Connect. While also collaborating with product brand teams, curriculum development, external vendors, legal, medical, and regulatory departments to develop promotional/training items to ensure proper execution of marketing and company strategic objectives.
  • Merck & Co., Inc
    Medical Representaive
    Merck & Co., Inc 2002 - 2005
    Cincinnati, Oh
    Responsible for promotion of Fosamax and Vioxx, to General Practitioners, Internists, and Functional Generalists. While maximizing company resources to ensure promotional objectives were consistently obtained.

Brandon Fraley Skills

Sales Performance Financial Advisory Sales Strategy Clinical Trials Branch Management Fixed Annuities Insurance Vendors Sales Fortune 500 Students Train The Trainer Mentoring Finance Atherosclerosis Access Control Return On Investment Oversight Business Administration Road Legal Facilitation Organizational Structure Generalists Recreation Management Revenue Coaching Phase 1 Crm Columbus Curriculum Development Aid Committees Loan Servicing Public Speaking Qualifying Prospects Human Resources Execution Agenda Faa Retirement Planning Daily Operations Cell Atrial Fibrillation Team Management Asset Allocation County Strategy Life Insurance Branding Attainment Finra Medicine Variable New Business Development Practitioners Training Supervisory Customer Service Disability Insurance Materials Management Diabetes Project Management Pharmaceutical Sales Partnerships Primary Care Tourism Estate Planning Producing Business Partnering Promotional Think Tank Cvent High Potential Wealth Transfer Parks Client Focused Education Funding Communication Home Phase 2 Efficacy Strategic Planning Workshops Marketing Leadership Development Sales Trainings Project Market Share Risk Tolerance Presentations Websites Responsibility Internal Audit Manage Multiple Council Therapists Regulations Cross Training Curriculum Design Technical Research Capital Projects Pod Government Peer Leadership Kentucky Adobe Connect Product Training Concerts Wealth Management Relationship Building Phase Investment Strategies Stocks Interviews Managed Care Budgets Dsm Meetings Recruiting Series 7 Coordinate Leadership Experience

Brandon Fraley Education Details

  • Morehead State University
    Morehead State University
    Marketing

Frequently Asked Questions about Brandon Fraley

What company does Brandon Fraley work for?

Brandon Fraley works for Raymond James

What is Brandon Fraley's role at the current company?

Brandon Fraley's current role is First Vice President, Investments.

What is Brandon Fraley's email address?

Brandon Fraley's email address is br****@****tis.com

What is Brandon Fraley's direct phone number?

Brandon Fraley's direct phone number is +160620*****

What schools did Brandon Fraley attend?

Brandon Fraley attended Morehead State University.

What are some of Brandon Fraley's interests?

Brandon Fraley has interest in In His Leisure Time, Hiking And Travelling, Which Include Soccer And Dance, Actively Participating In Relay For Life.

What skills is Brandon Fraley known for?

Brandon Fraley has skills like Sales Performance, Financial Advisory, Sales Strategy, Clinical Trials, Branch Management, Fixed Annuities, Insurance, Vendors, Sales, Fortune 500, Students, Train The Trainer.

Who are Brandon Fraley's colleagues?

Brandon Fraley's colleagues are Cathy Roberson, James Harmon, Mike Marrocco, Laurie Rohen, Joseph Cittadino, Bill Council, Ellie Musiol.

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