Jaime Brandon, Cfp® Email and Phone Number

Jaime brings over a decade of client-facing wealth management experience to the Weatherly & Associates team. As the Senior Private Wealth Planner, she is adept at harnessing the firm's capabilities in a manner both robust and personalized. She is well-versed in the distinctive needs of the ultra-high-net-worth family and takes a comprehensive approach to address the full spectrum of aspects that impact clients' financial lives. She is skilled in a range of offerings, from trust and estate planning services, inter-generational wealth transfer, retirement income planning, cash-flow analysis, higher education saving, and charitable giving strategies, among others.Jaime supports clients who are wealth creators looking for a trusted advisor to help them quarterback their personal and financial lives. By interfacing with the clients' CPAs, attorneys, and estate planning specialists throughout the year, Jaime delivers integrated wealth planning, analysis, and strategies designed to help clients pursue their objectives effectively. Jaime's passion lies in formulating plans to resolve key issues faced by families with respect to their privately owned businesses and their successful transitions. She enjoys working with clients who are intent on using their wealth to support their goals and aspirations, whether during their lifetime or by passing on a legacy to the next generation.Jaime has been with Merrill since 2015. She is a CERTIFIED FINANCIAL PLANNER® certificant. She graduated from Rhodes College with a bachelor's degree in economics. A big believer in giving back to your community, Jaimevolunteers with the Junior League of Memphis, Carnival Memphis, and with her alma mater. She is an avid tennisplayer, and she and her husband, Joseph and their daughter make their home in East Memphis.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S*Trust, fiduciary, and investment management services [, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.