Jeff Brandon, Cfp®, Cepa™ Email & Phone Number

Atlanta, Ga, Us

* Responsible for comprehensive financial planning with High Net Worth households ($1-$100 million) and increasing market share of clients’ net worth.* Evaluating, designing, implementing, and monitoring strategies to help clients achieve their goals.* Developing financial plans around the client's income tax situation, estate plan, charitable giving goals, education savings, retirement plans, and insurance/risk management needs.* Educating business owners and evaluating value growth opportunities to maximize the proceeds of future sale.* Motivating clients through modeling outcomes to take action to achieve their goals.* Analyzing clients' complete financial picture to identify potential tax, estate, and insurance hazards and impediments to their goals. * Collaborating with the Marketing Department to author multiple articles annually to communicate the impacts of tax law changes and financial planning concepts to clients and the general public.* Mentoring junior financial planner on best practices and advanced financial, estate, and tax planning concepts.* Developing and maintaining procedures for financial planning process for the company to increase efficiency and accuracy, cutting planning turn around times by 30%.* Partnering with Smith + Howard CPA's to act as subject matter expert and to generate additional business for Wealth Management division.* eMoney Planning link: https://connect.emaplan.com/45p

Atlanta, Georgia, Us

* Led rollout of Wealth Management services of financial planning, wealth lending, investment management, and trust services to 12 community bank branches and five commercial bankers.* Constructed financial plans for clients using MoneyGuidePro to illustrate goal planning, investment analysis, risk management, retirement, and estate plan scenario testing.* Interviewed clients and ensured complete data collection and goal identification for plan construction.* Led implementation of financial plan recommendations.* Taught clients the valued of fee-based investment management over purchasing commissioned investments.* Responsible for gathering loans and deposits from high net worth clients.

* Created financial plans and if-then scenarios for affluent clients analyzing retirement and college savings goals, risks management, and estate tax implications.* Analyzed investment allocations and performance to recommend appropriate rebalancing of different asset classes.* Collaborated with clients to ensure implementation of recommendations and ongoing monitoring of progress.

Charlotte, Nc, Us

Private Advisor, Vice President * Advised 300+ households with $70M in deposits, $32M in loans, and $48M in investments.* Supported 33 branches and 11 commercial bankers and four city presidents during advisor transition.* Created division benchmark for best practices in financial plan sales, data collection, assisting Financial Planners with plan formation and plan delivery, and implementation of planners’ recommendation.* Mentored advisors and increased the team’s financial planning engagements three times over previous years.* Consistently exceeded goals for over five years in financial plan revenue and financial plans delivered.* Elite Performer, ranked 13th out 175 Private Advisors within BB&T for balanced performance in 2012.

San Francisco, California, Us

– Advised 6000 households with $79M in deposits, $93M in loans, and $26M in investments.– Grew portfolio of Top 20 clients by $12M+ in deposits, $4.6M+ in loans, $3.5M+ in investments.– Finished 2008 in top 5% (out of 355 Financial Specialists) in overall production for in Atlanta market.– Generated $10M in brand new deposits, $7M in loans, $2M in mortgages, and $2M in investments annually.– Doubled local branch production within first year of placement at branch.– Led deposit and investment campaigns, doubling production of 20 Financial Specialists through coaching, conference calls, training, collaboration, best practices, and call labs.– Coached under-performing Financial Specialists, returning them to expected production within three months.– Mentored rookie Financial Specialists through field training, decreasing ramp-up time to production goals by half.– Increased teller referrals by 40% through role-playing, observations, and coaching.

New York, New York, Us

– Provided guidance to small business owners and families by identifying long-term goals and implementing investment, and insurance product solutions.– Managed sales of life and disability insurance and investments with a variety of clientele.– Conducted seminars for clients and community members on topics related to financial planning.

Spartanburg, South Carolina, Us

– Analyzed financial, market, and customer data to provide key insight on sales, market share, product rollout performance, and key customers penetration trends for regular presentation to managing directors.– Leveraged seasonal and industry trends to forecast changes in segment, product, and overall sales for following year.– Applied findings from annual design trend surveys to collaborate with internal design department to make recommendations resulting in successful design introduction achieving sales 50% higher than previous years.– Determined implications of sales results from essential regional markets and key corporate customers on overall business and recommended targeted sales goals.– Mined billing data and product sampling requests to interpret market segment trends and identify under-performing products.– Warehoused external hotel real estate data to match up with internal flooring product installation database. Created a worldwide project database with photos and descriptions. Deployed database to sales force as a validation tool when meeting with designers and end users on similar projects. The project database also allowed real time collaboration between sales team members concerning current and future opportunities.

Bachelor Of Industrial Engineering (Bsie), Industrial Engineering

Cfp Certification Professional Education Program, Financial Planning And Services