Brandon Witt is a Financial Planning Strategist for Aegis Capital Corp. Brandon was drawn to financial planning after spending the beginning stages of his career working in Retail Banking. Brandon’s experience with financial analysis and passion for helping people make him a perfect fit in his current role.
Brandon’s core focus is to assist in the Financial Planning process. His responsibilities include analyzing data, supporting client relationships and assisting Wealth Mangers in developing financial plans. He places a high emphasis on maintaining strong personal relationships which in turn facilitate an open and more productive dialogue. Through these strong relationships, Brandon is able to discover and satisfy the clients’ needs with a personal, customized approach.
Brandon is a graduate of George Mason University’s School of Business with a BS in Business Management. He maintains a series 7 and 66 license as well as a Life and Health Insurance license. Brandon is currently enrolled in Boston University’s Financial Planning Program and is studying to obtain his CFP certification.
Away from work Brandon enjoys spending time with his wife and four children. He is an avid music lover and enjoys playing and listening to music of all types. He also loves watching, coaching, and playing sports with his children.