Brandon Parsons
Advisor at Merrill
Updated today
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.
About
Brandon Parsons is the Senior Resident Director at Merrill Lynch Wealth Management's Dothan office. In this role, he draws on extensive experience in financial services, having worked with small business owners and their families on business life insurance planning, estate planning services, and employer-sponsored retirement plans. Since beginning his career in 2003, Brandon has leveraged the firm's resources and strategic partnerships to deliver tailored wealth management and retirement planning strategies.
He holds the Chartered Life Underwriter (CLU) and Personal Investment Advisor (PIA) designations, as well as an Accredited Certificate from The American College. Brandon earned his bachelor's degree from Auburn University. A native of Dothan, he balances his professional commitments with involvement in the local community, serving on the boards of the Dothan Area Chamber of Commerce and Live at the Opera, Inc., a nonprofit concert promotion organization. Outside of work, Brandon enjoys cooking, music, pickleball, and traveling.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Life insurance needs analysis
General estate planning guidance
Retirement income strategy
Wealth management
Work history
Bank Of America, N.a.
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Stanley P
Series 63
Dothan, AL
Merrill
Stanley Peterson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to clients' unique financial goals and life priorities, drawing on investment insights from Merrill and the lending solutions of Bank of America. His client focus areas include legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Mr. Peterson holds a Bachelor's Degree from Samford University and has earned the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is involved in his community through volunteer work with the American Red Cross. Outside of his professional responsibilities, Stanley enjoys antiquing, baseball, boating, dancing, football, golfing, music, spending time with his family, and traveling.
James S
Series 63, Series 65
Dothan, AL
Merrill
James Sapp is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1994 and has since accumulated over 28 years of experience helping families and small businesses grow and preserve their assets. His expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and philanthropic planning, among other areas. James holds a bachelor's degree in finance from Florida State University, earned in 1993, and obtained the CERTIFIED FINANCIAL PLANNER® (CFP) designation in 2005. Over the course of his career, he has worked with Merrill Lynch Wealth Management, Wells Fargo Advisors, and currently serves at Merrill Lynch Wealth Management again since 2020. He is also a Personal Investment Advisor (PIA). Outside of his professional work, James is a member of the First Baptist Church of Chipley. He values community involvement and dedicates time to volunteering with local organizations. His personal interests include basketball, cooking, golfing, swimming, and traveling. James lives with his wife Jennifer and their three children.
Blake S
CFP®, Series 66
Dothan, AL
Edward Jones
Randy H
Series 63
Dothan, AL
Edward Jones
Mc Dowell P
Series 66
Dothan, AL
Edward Jones
Brandon A
Series 66
Dothan, AL
Edward Jones
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