Brandon Whitley
Raleigh-Durham-Chapel Hill Area,United States
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Brandon Whitley is a dedicated CERTIFIED FINANCIAL PLANNER™ professional with over fifteen years of experience in the financial services industry. He is committed to helping individuals, families, and business owners achieve their long-term financial objectives through comprehensive and personalized financial planning. Brandon's expertise encompasses retirement planning, investment management, estate planning strategies, risk management, and tax-efficient investment solutions. He takes a client-centric approach, focusing on understanding unique needs and aspirations to develop tailored strategies that foster financial security and growth. Brandon is passionate about financial education and empowering his clients to make informed decisions about their wealth.
Professional Summary
Brandon Whitley's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation
Achieved the prestigious CFP® certification, demonstrating extensive knowledge and skill in financial planning, retirement planning, investments, insurance, tax planning, and estate planning. This certification requires rigorous examination, experience, ethics, and continuing education.
Consistent Client Growth and Retention
Successfully built and maintained a strong client base through trusted advice, proactive service, and a commitment to client success, resulting in high retention rates and referral-based growth.
Advanced Retirement Planning Specialist
Developed a specialization in crafting sophisticated retirement income strategies, helping clients navigate the transition from accumulation to distribution with confidence.
Community Financial Literacy Contributor
Actively involved in local community initiatives to promote financial literacy, offering workshops and guidance to help individuals improve their financial well-being.
Educational Background
Master of Business of Administration, Finance
Campbell University - Year 2006
Bachelor of Business Administration, Major: Trust and Wealth Management; Minor: Financial Planning
Campbell University - Year 2003
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Company Overview
First Citizens BankFirst Citizens Bank is a full-service financial institution headquartered in Raleigh, North Carolina, and a subsidiary of First Citizens BancShares, Inc. (NASDAQ: FCNCA). Founded in 1898 as the Bank of Smithfield, it has grown to become one of the largest family-controlled banks in the United States. It offers a comprehensive range of retail and commercial financial services, including personal and business banking, wealth management, and mortgage lending. In a significant expansion, First Citizens acquired Silicon Valley Bank in March 2023, substantially increasing its assets, customer base, and presence in the technology and innovation sectors.
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