Brandon Gay has been managing the financial affairs of individuals and families since 2010. Brandon takes total advantage of the privileges and accesses that being an independent Wealth Consultant provides. He thrives on being able to provide experienced, personalized investment recommendations to his clients. He is committed to helping business, families and individuals pursue their financial life goals by taking the stress out of money management. The ultimate goal for them should be to focus on family, work or anything else that is important to them.
Brandon explores personal, professional and financial goals with each of his clients to ascertain the true understanding of each unique client’s situation. He educates his clients, by discussing the market and the risk/reward characteristics of different asset classes and their contribution to and an overall portfolio asset allocation. Implementation for a diversified investment methodologies is then employed in constructing a tailored portfolio. His proactive management style includes careful portfolio monitoring and regular reviews of portfolio performance with all of his clients.
Prior to joining Sovereign Wealth Advisors, Brandon was a successful Financial Advisor with Wells Fargo and was awarded Advisor of the year for 2013.
Education
University of Houston, BBA Finance
Credentials
State Securities Law Exam
Series 65 – Uniform Investment Adviser Law Examination
Series 63 – Uniform Securities Agent State Law Examination
General Industry/Products Exam
Series 7 – General Securities Representative Examination
Series 63 and 7 held through LPL Financial. Series 65 held through Sovereign Wealth Advisors, LLC
State Registrations
Arkansas, Colorado, Florida, Ohio, Texas
SRO Registrations
FINRA
Additional Licenses & Registrations
General Lines Insurance License
