Get to know Us

Since 2004, Brandon has focused on the planning needs of his high net worth clients and their families. His prior experience was with Merrill Lynch as a Financial Advisor as well as Morgan Stanley as a First Vice President. Today, serving as Senior Vice President & Wealth Management Advisor with Gulfstream Financial, Brandon focuses his diverse experience to structure comprehensive financial plans and investment solutions, which help his clients work toward their specific and individualized goals. Brandon centers on diverse portfolio construction and maintenance, utilizing global equities, fixed income, alternative solutions, and insurance strategies as the path towards each goals-based solution. He is responsible for the due diligence and research in manager selection across all platforms, and also holds the Chartered Retirement Planning Counselor℠ designation.

Brandon earned his Bachelors of Business Administration degree in Finance from Stetson University, minoring in e-Business Technology. While there, he participated in the exclusive Roland George Investment Program, where he gained experience in equity analysis and fixed income positioning, as well as portfolio management. Brandon was also President of Pi Kappa Phi, President of the Order of Omega, member of the Baptist Collegiate Ministry, Interfraternity Council, Omicron Delta Kappa and the Student Government Association.

Having run in several marathons, Brandon devotes his time to develop fitness & running programs for all ages, specifically to coaching youth Track & Field. His prior experience includes coaching championship middle & high school athletes, who have gone on to compete at the collegiate and international levels.

Additionally, Brandon is active in his local church congregation, loves reading & spending time with his family, and co-hosts a weekly boxing podcast. He is an avid theme park attendee, Star Wars & The Office enthusiast, and a huge Green Bay Packers fan!

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.

The financial professional associated with this profile may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Jose has been in the financial services industry since 2006. Throughout his career, he has helped his clients achieve their goals by crafting customized financial plans and by employing a disciplined approach to investing. When constructing client portfolios, he believes in utilizing a wide variety of investment vehicles and avoiding proprietary products. Jose has extensive experience in creating tailored options strategies for clients who are looking to generate income as well as hedging strategies to help preserve their investment portfolios.  

Jose is a native Floridian and is a graduate of the University of Central Florida where he received a degree in Liberal Studies.  On his time off he enjoys spending time with his family and friends and is a passionate Sports fan.  Jose is active in his community and enjoys working with several different charitable organizations and currently serves on the Board of Backpacks from the Heart.