For 18 years as a financial advisor, I have helped my clients to build and implement financial strategies centered around the values, life experiences and dreams that drive them. Working with a select group of families and small businesses, we utilize an established process which helps clients make educated financial decisions. I have helped many families navigate numerous economic cycles, and I've seen what works. I welcome the opportunity to partner with your attorney, your CPA and trusted professionals to personalize strategies to achieve your goals.
The components of our process include:
- Preparing for known expenses as well as unexpected life events.
- Organizing financial strategies and vehicles in concert with each client’s unique goals and needs.
- Navigating through changing economic cycles and volatile markets.
- Ongoing partnership with our clients, monitoring to ensure the soundness of the plan and to make needed adjustments.
I graduated from Syracuse University in 1999 with a Bachelor of Science degree in communications. In 2014, I earned the CFP® certification from the Certified Financial Planner Board of Standards Inc.
Our branch is blessed to have Senior Branch Office Administrator, Stephanie Mauriello, who has 14 years of experience with Edward Jones and over 30 years of experience in client service. Stephanie is a four-time invitee to the Edward Jones Branch Office Administrator Managing Partner conference, in 2017, 2018, 2019 and 2021. In 2022, we added Branch Office Administrator Mariel Dominique to our branch. She had been backing up Stephanie as an On-Call Branch Office Administrator since 2014 and is now part of our full-time team.
As a long-time North Shore community member, I’ve volunteered with Girl Scout Troop 227 and also served on the board of Sof Mararav congregation of Oahu.
I live in Waialua with my wife, Allison, daughter, Abigail, and rescue dog, Koa. I enjoy biking, yoga and rooting for the New York Giants.
My Personal Interests
- Spending Time with Family
- Culinary Arts
- Personal Fitness
Phone NumberBrandon E Wallis at (808) 625-5660
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