Brandon Helms Email and Phone Number
Brandon Helms work email
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Brandon Helms personal email
Giving Wealth & Retirement Advisors Insights, Ideas & Strategic Clarity that Guides Their Firm Strategy.Create & Implement Your Firm Financial Plan to Navigate the RIGHT Path Forward.Transforming Advisors from Building Successful Businesses into Stewards Leading Enduring Enterprises.Business Consulting + Investment Banking @ MarshBerry.Making M&A Human.MarshBerry – Helping Clients Learn, Improve & Realize ValueFounded in 1981, MarshBerry serves the insurance distribution and wealth management industry including insurance agents & brokers, specialty distributors, private equity firms, and wealth management firms. MarshBerry’s industry-specific services help clients build, enhance and sustain value through: Merger & Acquisition Advisory*, Debt & Equity Capital Raising, Financial Consulting, Market Intelligence & Benchmarking, Organic Growth Consulting, Connect – Executive Peer Exchange, and Platform Aggregation. Learn more at www.MarshBerry.comInvestment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC
Marshberry
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Vice PresidentMarshberry Jul 2024 - PresentWoodmere, Ohio, Us
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Retirement Investment Consultant-DcioColumbia Threadneedle Investments, Us Jan 2020 - Jul 2024Boston, Massachusetts, Us -
Managing ConsultantRetirement Plan Analytics Oct 2015 - Jan 2020Charlotte, North Carolina, UsLead Consultant for all plans >$10MM in assetsBusiness Development for plans >$10MM in assets Partner with other advisors to serve clients and help partners grow their businessCreated client service model to streamline process and enhance efficienciesIncrease client engagement and retention through additional strategies- executive savings, NQDC, Pre-retiree planning, 1:1 financial coaching, financial wellness, employer sponsored LTCLead and support the development of new team membersBuilt financial wellness platform to impact the lives of the participants we serveMember of the RPA Investment committeeERISA Fiduciary Governance TrainingConsult with clients across 5 key areas: Investments, Fiduciary Governance Support, Plan Management Assistance, Employee Outcomes, ExpensesSecurities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPCFor hyperlinks to FINRA and SIPC, please refer to contact info section above. -
Director, Retirement ReadinessMarsh Mclennan Agency | Compass Financial Partners Jun 2011 - Oct 2015Greensboro, Nc, UsThe financial consultants at Compass Financial Partners provide independent, objective retirement plan consulting and investment advisory services to plan sponsors across the United States. From assistance with investment due diligence, record keeper search and selection and vendor fee benchmarking; to employee communication strategy development and implementation and plan design assistance based upon proven behavioral finance concepts, the financial consultants at Compass Financial Partners offer a process-driven suite of fiduciary services provides access to the resources necessary to help employers pursue highly successful retirement plan programsSecurities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPCFor hyperlinks to FINRA and SIPC, please refer to contact info section above.For a list of states in which I am/we are registered to do business, please visit www.CompassFP.comThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. -
Research & Marketing ManagerAdvisor2X Jul 2009 - Jun 2011Rekon Intelligence brings the best prospecting ideas, practice management tools, presentations, and all the advantages of a national conference to local venues
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Employee Benefit SpecialistPrincipal Financial Group Jan 2008 - Jun 2009Des Moines, Iowa, Us -
Retirement & Tax Financial Services RepresentatitveE*Trade Financial 2006 - 2007Us
Brandon Helms Skills
Brandon Helms Education Details
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Appalachian State UniversityInternational Business
Frequently Asked Questions about Brandon Helms
What company does Brandon Helms work for?
Brandon Helms works for Marshberry
What is Brandon Helms's role at the current company?
Brandon Helms's current role is Believer | Husband | Boy Dad x 2 | Advisor Business Consultant + M&A Ally @ MarshBerry.
What is Brandon Helms's email address?
Brandon Helms's email address is br****@****ics.com
What schools did Brandon Helms attend?
Brandon Helms attended Appalachian State University.
What are some of Brandon Helms's interests?
Brandon Helms has interest in Participant Education, 401(K), Retirement Plan Consulting.
What skills is Brandon Helms known for?
Brandon Helms has skills like Retirement Plan Consulting, Business Development, Presentations, Consulting, Retirement Planning, Investment Strategies, Retirement, Investments, Employee Benefits, Due Diligence, Financial Markets, Financial Advisory.
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