Vice President | Private Client Advisor@ J.P. Morgan
New York, New York, United States
Brandon Hodges
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Farmingdale State College
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FlashIntel GPTBrandon Hodges is a highly experienced Wealth Management professional with 9.8 years of work experience. He possesses a wide range of skills including PowerPoint, planning for individual retirement, retirement analysis, sales, and cold calling. Based in the United States, Brandon takes a strategic approach to planning and provides clients with the best hands-on experience with Merrill Lynch and Merrill Lynch. He collaborates with various specialists to help clients plan their goals and prioritizes specific goals and alternatives. With a diverse background in multiple industries, Brandon is dedicated to motivating clients to achieve their goals and achieving their goals.
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About
When it comes to Wealth Management, I take a simplifed yet strategic approach to planning. I seek to provide my clients with the comfort of knowing they're in the best hands with not only me, but with Merrill Lynch as well. My diverse background in multiple industries has given me the pleasure of working with many high-net worth individuals, as well as small business owners and corporations across the country. By collaborating with many different specialists within the Merrill Lynch/Bank of America realm, I work to utilize every tool possible to help clients plan for all of their goals. I take great pride in motivating clients to strategically plan for future needs and aspirations by prioritizing specific goals and alternatives, so they can pursue the outcomes they desire.
...See MoreWork Experience
Vice President | Private Client Advisor
Financial Services
Brandon Hodges's Professional Milestones
- Vice President | Private Client Advisor: Delivered exceptional client advice, ensuring client satisfaction and loyalty.
- Financial Advisor (2016-04-01~2017-07-01): Provided financial guidance and advice to clients to optimize their financial stability and stability.
Education
Business Administration,
Management,
Business Administration And Management,
Bachelors,
Bachelor Of Science
2010-2014Skill
Powerpoint
Planning For Individual Retirement
Retirement Analysis
Sales
Cold Calling
Company Retirement Plans
Event Planning
Higher Education
Education Planning
Fundraising
Retirement And Education Planning
Microsoft Word
Marketing
Social Networking
Microsoft Excel
Event Management
Editing
Customer Service
Customized Retirement Planning
Social Media Marketing
Corporate Retirement Plans
Public Relations
Corporate Retirement Plan Management
Business Retirement Plans
Certification
Colleagues
Ibrar Azam
Shop Owner at J.P. Morgan
James Wanjigi
Business Owner
Reza Rizky
Owner di J.P. Morgan
Stuart Raynes
Strategic Client Relationship Management | Sales Strategies | Cross-Process Skilled Advisor | Capital Markets | Leading Strategic Relationships In Asset Management | Wealth And Asset Owner Sector
Reginald McBride
Owner
Other Named Brandon Hodges
Frequently asked questions
We found 3 Brandon Hodges's email addresses
We found 1 Brandon Hodges's phone numbers
Brandon Hodges's social media include: Linkedin,
Brandon Hodges works for J.P. Morgan
Brandon Hodges's role in J.P. Morgan is Vice President | Private Client Advisor
Brandon Hodges works in the industry of Financial Services
Brandon Hodges's colleagues are Ibrar Azam,James Wanjigi,Reza Rizky
Brandon Hodges's latest job experience is Vice President | Private Client Advisor at J.P. Morgan
Brandon Hodges's latest education in Farmingdale State College
