Brandon M. Davis, Ccp, Lp Email & Phone Number

I specialize in serving clients in the medical field, delivering tailored wealth management solutions to their very specific needs. As a working Certified Clinical Perfusionist, I have unique insight into my colleagues' specific financial situations and deploy the full suite of wealth management services to grow and protect their wealth.SERVICES OFFERED:• Comprehensive Financial Planning: Creating personalized financial plans tailored to individual needs, including retirement planning, tax optimization, and risk management.• Investment Portfolio Management: Designing and managing diversified investment portfolios aligned with clients' goals, risk tolerance, and time horizon.• Wealth Preservation Strategies: Implementing strategies to protect and preserve wealth, such as estate planning, asset protection, and succession planning.• Life and Disability Insurance: Medical professionals have a variety of insurance options available to secure their future. It is important to understand the different types of insurance and how they can help protect you and your family.• Risk Assessment and Mitigation: Conduct thorough risk assessments and implement risk management techniques to safeguard investments against market volatility.• Retirement Planning: Assisting clients in preparing for a secure and comfortable retirement through strategic savings strategies, pension analysis, and Social Security optimization.• Tax Planning and Optimization: Developing tax-efficient strategies to minimize tax liabilities and maximize after-tax returns.• Education Planning: Helping clients plan for future education expenses, including college savings plans and financial aid guidance.• Philanthropic Guidance: Advising clients on charitable giving and establishing philanthropic legacies with donor-advised funds/trusts.• Wealth Transfer and Succession Planning: Helping clients in transitioning their wealth to future generations.• Ongoing Financial Monitoring and Reporting.

Houston, Texas Area

Proficiency in operating the heart-lung machine, ECMO, and other extracorporeal perfusion devices. Ability to assess, plan, and implement patient care requirements for treatment with cardiopulmonary bypass and extracorporeal perfusion. Use cardiopulmonary bypass for the whole range of all case types.• Sorin-LivaNova S5 Heart-Lung Machine Operation• ECMO using Cardiohelp• Hypothermic Circulatory Arrest with Antegrade / Retrograde Cerebral Perfusion• Left Heart Bypass• Celiac/SMA Perfusion• Cold Renal Perfusion• Veno-Veno Bypass for Liver Transplants• HeartWare• HeartMate• Impella• TandemHeart / LifeSPARC• CentriMag• Intra-Aortic Balloon Pump• HIPEC Hyperthermic intraperitoneal chemotherapy

Post-Baccalaureate, Cardiovascular Perfusion, Gpa: 3.86

Clinical Rotations: • CHI St. Luke’s Health - Baylor St. Luke’s Medical Center • Michael E. DeBakey VA Medical Center • Texas Children's.

Bachelor Of Science - Bs, Natural Sciences, Major/Concentration Gpa: 3.62

My degree has given me the skills and knowledge to be well rounded in multiple scientific disciplines. My areas of study included.

Associate Of Arts - Aa, Business Administration And Management, General