Brandon Lacroix
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 Lacroix is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in wealth and asset management strategies for high net worth individual and institutional clients. He tailors these strategies to align with each client's risk tolerance, time horizon, liquidity needs, cost considerations, and overall investment goals. Brandon joined Merrill Lynch Wealth Management in March 2006, after working at a multi-national insurance and financial planning firm.
He holds a B.S. in Economics and a Markets and Management Certificate from Duke University, where he also served as captain of the varsity golf team. Brandon is a CERTIFIED FINANCIAL PLANNER™ certificant, a Chartered Retirement Planning Counselor (CRPC®), a Certified Plan Fiduciary Advisor (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). He is qualified to manage personalized investment strategies, including individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, and may manage client portfolios on a discretionary basis through the Firm’s Investment Advisory Program.
Brandon is involved in several community and professional organizations, including serving as a board member of the Life Ring Foundation and the Roanoke Valley Golf Hall of Fame Scholarship Committee, where he helps determine recipients for scholarship awards totaling approximately $100,000 annually. He also contributes as an area alumni interviewer for Duke University admissions. A native of Roanoke, he resides in the area with his wife, Caroline, and daughter, Lilly.
Bank Of America, N.a.
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2006 - Present (20 years)
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