Brandon Monette, Financial Advisor located in Mint Hill, NC

Financial Advisor
Brandon M Monette

CFP®, ChFC®, AAMS®
4410 Mint Hill Village Ln, Suite 102, Mint Hill, NC 28227opens in a new window
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Focus Areas

  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Golfing
  • Sports Enthusiast

Team Members

  • Emily Smith
    Sr. Branch Office Administrator
    FPQP®
  • Gary Chmielewski
    Associate Financial Advisor
    CFP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 10:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(980) 859-2549

Fax

(888) 220-6720

Office Address

4410 Mint Hill Village Ln
Suite 102
Mint Hill, NC 28227opens in a new window

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