Brandt is a senior vice president, financial advisor, Senior Portfolio Director
Group and CERTIFIED FINANCIAL PLANNER® professional with The Great Falls
Group at RBC Wealth Management. A graduate of the University of Virginia
with a bachelor’s degree in economics and a minor in French, Brandt began
his career in financial services in 1988. He formed a team with Joe Smart in
1997, and together, as The Great Falls Group, they serve families to create and
implement long-term wealth strategies.
Brandt believes that a client’s long-term success begins with a plan that
includes a thorough evaluation of a client’s financial life and goals. This plan
encompasses asset allocation, investment management, tax considerate
strategies, risk management, insurance planning, life insurance evaluation and
long-term care planning. Brandt believes that clients should have an up-to-date
estate plan and he will work with a client’s other professional advisors, such
as their CPA and estate attorney.
Brandt lives in Arlington, Virginia, with his wife, Barbara. His favorite activities
include biking, skiing, travel and reading. Brandt supports charities including
A Wider Circle, the Lombardi Cancer Center at Georgetown University, Many
Hands and STEM for Her. He also helps to fund a scholarship at the University
of Virginia.