Brandon R. Shuler, Cfp, Ctfa

Brandon R. Shuler, Cfp, Ctfa Email and Phone Number

Senior Vice President, Senior Portfolio Manager @ The Bryn Mawr Trust Company of Delaware
Berwyn, PA, US
Brandon R. Shuler, Cfp, Ctfa's Location
Berwyn, Pennsylvania, United States, United States
Brandon R. Shuler, Cfp, Ctfa's Contact Details

Brandon R. Shuler, Cfp, Ctfa personal email

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Brandon R. Shuler, Cfp, Ctfa phone numbers

About Brandon R. Shuler, Cfp, Ctfa

Brandon Shuler, with over 20 years of investment management experience, develops and manages investment plans for high-net-worth families and institutions. By listening and getting to know his client's unique values and goals, he focuses the resources of the Wealth Management team to meet those goals. He works closely with wealth advisors, private bankers, tax advisors, and insurance advisors to meet the complex needs of his clients.Prior to joining Bryn Mawr Trust in 2015, Brandon was an investment advisor at Glenmede Wealth Management for eight years. His experience also includes employment with industry leaders PNC, The Vanguard Group, and Morgan Stanley.Brandon is a CERTIFIED FINANCIAL PLANNER™ professional. He is a graduate of The Pennsylvania State University and The American College, where he received his CFP® certification. He also holds the Certified Trust and Financial Advisor (CTFA) designation and is a member of the Financial Planning Association.Brandon has served his community through nonprofit board service and volunteering in various capacities in Lower Merion Township and Chester County, Pennsylvania. He currently volunteers as a coach for Great Valley Little League.

Brandon R. Shuler, Cfp, Ctfa's Current Company Details
The Bryn Mawr Trust Company of Delaware

The Bryn Mawr Trust Company Of Delaware

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Senior Vice President, Senior Portfolio Manager
Berwyn, PA, US
Brandon R. Shuler, Cfp, Ctfa Work Experience Details
  • The Bryn Mawr Trust Company Of Delaware
    Senior Vice President, Senior Portfolio Manager
    The Bryn Mawr Trust Company Of Delaware
    Berwyn, Pa, Us
    View
  • The Bryn Mawr Trust Company Of Delaware
    Senior Vice President, Senior Portfolio Manager
    The Bryn Mawr Trust Company Of Delaware Aug 2015 - Present
    View
  • Glenmede Trust Company
    Vice President
    Glenmede Trust Company Apr 2007 - Aug 2015
    View
  • Pnc Wealth Management
    Investment Officer
    Pnc Wealth Management Mar 2005 - Apr 2007
    View
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Feb 2002 - Mar 2005
    View
  • The Vanguard Group
    Investor Information Consultant
    The Vanguard Group Nov 2000 - Feb 2002

Brandon R. Shuler, Cfp, Ctfa Skills

Portfolio Management Investments Asset Allocation Wealth Management Finance Asset Management Investment Management Mutual Funds Alternative Investments Estate Planning Hedge Funds Nonprofits Socially Responsible Investing Endowment Funds Foundations Financial Planning

Brandon R. Shuler, Cfp, Ctfa Education Details

Frequently Asked Questions about Brandon R. Shuler, Cfp, Ctfa

What company does Brandon R. Shuler, Cfp, Ctfa work for?

Brandon R. Shuler, Cfp, Ctfa works for The Bryn Mawr Trust Company Of Delaware

What is Brandon R. Shuler, Cfp, Ctfa's role at the current company?

Brandon R. Shuler, Cfp, Ctfa's current role is Senior Vice President, Senior Portfolio Manager.

What is Brandon R. Shuler, Cfp, Ctfa's email address?

Brandon R. Shuler, Cfp, Ctfa's email address is br****@****ede.com

What is Brandon R. Shuler, Cfp, Ctfa's direct phone number?

Brandon R. Shuler, Cfp, Ctfa's direct phone number is (215)-419*****

What schools did Brandon R. Shuler, Cfp, Ctfa attend?

Brandon R. Shuler, Cfp, Ctfa attended Penn State University, The American College Of Financial Services, Cannon Trust School.

What are some of Brandon R. Shuler, Cfp, Ctfa's interests?

Brandon R. Shuler, Cfp, Ctfa has interest in Environment, Children.

What skills is Brandon R. Shuler, Cfp, Ctfa known for?

Brandon R. Shuler, Cfp, Ctfa has skills like Portfolio Management, Investments, Asset Allocation, Wealth Management, Finance, Asset Management, Investment Management, Mutual Funds, Alternative Investments, Estate Planning, Hedge Funds, Nonprofits.

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