Brandon Potter, CFP

Many individuals wonder if their advisor will be able to provide wealth management advice over their lifetime and for multiple generations of their family. I bring value in giving my clients the long-term security of knowing that I will strive to work with them and their families for generations to come.

As a financial advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a conservative investment approach combined with an understanding of each client’s financial situation, I help clients develop and implement strategies for building wealth and realizing their goals. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique individual and family situation.

Before entering the financial services industry, I graduated from the University of Kentucky’s Gatton School of Business with a degree in Finance and a minor in Economics. In 2009, I began working with Wells Fargo Advisors in Lexington. With an emphasis on expanding my knowledge, I also earned the CERTIFIED FINANCIAL PLANNER ® certification from the College for Financial Planning®. For this designation, I completed approved educational programs, passed rigorous examinations and met stringent experience requirements.

In 2023 and 2024, I was honored to be named one of the Forbes Best-in-State Wealth Advisors. Most important to me is earning the trust and respect of the clients I serve.

Outside of the office, I serve the community by donating time and resources to help build houses with Lexington Habitat for Humanity. Also, I am a current council member of the Lexington Catholic High School Alumni Association. I feel that it is important to be an active and vibrant member of our community. I currently live in Lexington with my wife, Alyssa, and our two children.

¹2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/2022 - 6/30/2023 (Source: Forbes.com.). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/2022. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.