Brandon Perkins
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Brandon Perkins is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides customized advice and guidance to individuals, families, and businesses, focusing on helping clients advance their financial goals thoughtfully and strategically. His areas of expertise include tailored investment management, cash-flow analysis, retirement planning, higher-education funding, and wealth-transfer strategies. Brandon also works with business owners to design and implement retirement-planning initiatives and employee-education programs.
Brandon began his financial services career in 2011 and joined Merrill Lynch in 2017. Prior to that, he held positions at Key Investment Services and Key Bank as a Financial Advisor and Branch Manager. He holds a Bachelor's degree in History from Oregon State University, where he was a three-time letter winner on the wrestling team. Brandon has earned professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA).
Outside of his professional work, Brandon is an enthusiastic supporter of Oregon State University athletics and serves on the board of the OSU Wrestling Endowment Fund. He enjoys hunting, fishing, traveling, and spending time with his wife and their three children.
Bank Of America, N.a.
2017 - Present (9 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2017 - Present (9 years)
key Investment Services
2015 - 2017 (2 years)
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