Meet Our Team

Brandon Mowfy is First Vice President – Investments and Senior Financial Advisor at Mowfy Wealth Management Group of Wells Fargo Advisors. He has spent his entire career with Wells Fargo Advisors and was previously part of the long-standing Nash Financial Group of Wells Fargo Advisors. During that time, he worked closely with the team to support clients and help guide the transition as the practice evolved into the Mowfy Wealth Management Group of Wells Fargo Advisors. Brandon has developed a reputation for delivering proactive, detail-oriented advice designed to help you stay prepared for both financial opportunities and challenges ahead.

Brandon is proud to be named one of Forbes Best-In-State Wealth Management Teams 2026¹ (as part of Nash Financial Group of Wells Fargo Advisors), a distinction that highlights excellence in client service and professional achievement.

As a CERTIFIED FINANCIAL PLANNER^® professional, Brandon leads with a planning-focused approach to wealth management. He works closely with you to understand your goals, priorities and long-term objectives before developing investment strategies aligned with your broader financial picture. Known for his attentiveness and proactive mindset, Brandon and his team strive to anticipate future needs and help you navigate life’s financial complexities with clarity and confidence.

Brandon earned a Bachelor of Science in Business from Old Dominion University. His passion for the profession is rooted in personal experience. During his college years, his father suffered a traumatic brain injury in a vehicle accident. Through that experience, Brandon saw firsthand how thoughtful financial planning and sound advice could protect and support a family during a difficult time. That experience ultimately inspired his decision to pursue a career helping others make informed financial decisions.

Today, Brandon combines his experience as a financial advisor, small business owner and CFP^® professional to provide coordinated guidance across many aspects of a client’s financial life. His goal is to simplify complex financial matters so you can focus on the opportunities and experiences that matter most.

Brandon has spent most of his life in the Hampton Roads area. He and his wife Brittany, along with their two young boys, live in Chesapeake, Virginia. They enjoy staying active and taking advantage of everything the region has to offer.

^{1 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). See additional disclosure}

Katie plays an essential role in delivering the high level of service you expect from the Mowfy Wealth Management Group of Wells Fargo Advisors. She works closely with clients to ensure a seamless experience—supporting everything from account administration to ongoing communication.

Known for her organization, attention to detail and commitment to exceptional service, Katie helps ensure every client interaction reflects the team’s dedication to responsiveness and thoughtful support.

Outside of the office, Katie enjoys reading, practicing hot yoga, and spending time at the beach. She resides in Norfolk, Virginia, with her husband, Steve, and their three children.