Senior Client Service Associate; RJFS

Brandy brings over 15 years of financial services industry experience to our team. She prides herself on offering outstanding client service with a focus on relationship building as she assists clients with their administrative and operational needs in fulfilling their financial goals.

She was previously a Senior Registered Client Associate at Wells Fargo Advisors, UBS Financial Services and began her career at Merrill Lynch in 1998. Brandy previously held the Series 7, 9, 10, 66 and life, health and annuity insurance licenses. She has served as the Client Associate Liaison for the region, CA Branch Coach and has functioned as the Branch Manager’s Assistant.

Brandy graduated from the University of the State of New York with a Bachelor of Science degree and is certified in the State of Colorado as a Physical Therapist Assistant.

She has lived most of her life in Colorado and enjoys spending time outdoors – hiking with her dog, backpacking and traveling to new places.