Brannon began his career as a financial advisor at Merrill in 1999 before moving to RBC Wealth Management in 2019. Offering an overarching commitment to impeccable care and attention to detail, he is skilled in bringing focus and structure to clients’ complex wealth management needs.
Brannon is a qualified portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds and third-party investment strategies. Brannon holds the Certified Investment Management Analyst® (CIMA®) designation and is a member of the Investments & Wealth Institute™, where he served on its Item Writing Committee, developing CIMA® test questions.
Away from the office, Brannon enjoys spending time with his three children, Hannah, Aubrey and Adam, volunteering at their school, traveling, watching and playing a variety of sports—especially baseball—and cooking at home with a nice glass of wine. He lives with his wife, Chris, in Green Bay and serves on the board of trustees for Bellin College.