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Brandon Acevedo, CRPC, SE-AWMA, MBA
Financial Advisor
As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management ideas - delivered with the highest level of personal service and professional integrity. I worked for 2 years with Merrill Lynch before joining Wells Fargo Advisors. I hold a Masters in Business Administration and a Bachelors in Economics from Florida International University. I have also earned the Chartered Retirement Planning Counselor, or CRPC, certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning. It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We will continue to work together through the years to keep your investment strategies aligned with your goals and needs. The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you?ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact me. Its a distinct advantage of working with one of the worlds premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs. PM-06232026-7468764.1.1
Certificates
CRPC, SE-AWMA, MBA
Investment expertise and advice in an effort to help clients succeed financially





