Vice President
Current
Jul 2024 - Present
AeroLeads people directory · profile
Brandon Helms Email & Phone Number
Believer | Husband | Boy Dad x 2 | Advisor Business Consultant + M&A Ally @ MarshBerry
at
MarshBerry
1 work email found
@columbiathreadneedle.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Believer | Husband | Boy Dad x 2 | Advisor Business Consultant + M&A Ally @ MarshBerry
Location
Greensboro, North Carolina, United States
Who is Brandon Helms? Overview
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Quick answer
Brandon Helms is listed as Believer | Husband | Boy Dad x 2 | Advisor Business Consultant + M&A Ally @ MarshBerry at MarshBerry, based in Greensboro, North Carolina, United States. AeroLeads shows a work email signal at columbiathreadneedle.com and a matched LinkedIn profile for Brandon Helms.
Brandon Helms previously worked as Vice President at Marshberry and Retirement Investment Consultant-DCIO at Columbia Threadneedle Investments, Us. Brandon Helms holds Bachelor'S Degree, Finance & Banking, Insurance & Risk Management, International Business from Appalachian State University.
Company email context
Email format at MarshBerry
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{first}.{last}@columbiathreadneedle.com
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AeroLeads found 1 current-domain work email signal for Brandon Helms. Compare company email patterns before reaching out.
Profile bio
About Brandon Helms
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
Listed skills include Retirement Plan Consulting, Business Development, Presentations, Consulting, and 27 others.
Current workplace
Brandon Helms's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles · 21 years
Brandon Helms work experience
A career timeline built from the work history available for this profile.
Retirement Investment Consultant-Dcio
Jan 2020 - Jul 2024
Managing Consultant
Lead 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.
Oct 2015 - Jan 2020
Director, Retirement Readiness
The 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.
Jun 2011 - Oct 2015
Research & Marketing Manager
Advisor2X
Rekon Intelligence brings the best prospecting ideas, practice management tools, presentations, and all the advantages of a national conference to local venues
Jul 2009 - Jun 2011
Employee Benefit Specialist
Jan 2008 - Jun 2009
Retirement & Tax Financial Services Representatitve
2006 - 2007
~1 yr
1 education record
Brandon Helms education
-
Appalachian State University
FAQ
Frequently asked questions about Brandon Helms
Quick answers generated from the profile data available on this page.
What company does Brandon Helms work for?
Brandon Helms works for MarshBerry.
What is Brandon Helms's role at MarshBerry?
Brandon Helms is listed as Believer | Husband | Boy Dad x 2 | Advisor Business Consultant + M&A Ally @ MarshBerry at MarshBerry.
What is Brandon Helms's email address?
AeroLeads has found 1 work email signal at @columbiathreadneedle.com for Brandon Helms at MarshBerry.
Where is Brandon Helms based?
Brandon Helms is based in Greensboro, North Carolina, United States while working with MarshBerry.
What companies has Brandon Helms worked for?
Brandon Helms has worked for Marshberry, Columbia Threadneedle Investments, Us, Retirement Plan Analytics, Marsh Mclennan Agency | Compass Financial Partners, and Advisor2X.
How can I contact Brandon Helms?
You can use AeroLeads to view verified contact signals for Brandon Helms at MarshBerry, including work email, phone, and LinkedIn data when available.
What schools did Brandon Helms attend?
Brandon Helms holds Bachelor'S Degree, Finance & Banking, Insurance & Risk Management, International Business from Appalachian State University.
What skills is Brandon Helms known for?
Brandon Helms is listed with skills including Retirement Plan Consulting, Business Development, Presentations, Consulting, Retirement Planning, Investment Strategies, Retirement, and Investments.
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