Kerri Brandon
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
Kerri Brandon is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has served since 2016. In her role, she supports the growth of her team and manages client relationships by delivering strategic, values-aligned financial plans. Prior to joining Merrill Lynch, Kerri held multiple management positions at Bank of America for more than a decade. She works closely with clients and business owners at various stages of life and business, offering personalized guidance and clarity in navigating complex financial landscapes.
Kerri specializes in assisting women and women business owners to build confident, strategic financial futures, with expertise in areas such as college education planning, family wealth management strategies, managing new wealth, and socially responsible investing. She holds the Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA) designations. Kerri earned her high school diploma from Berea High School and attended Brevard College without obtaining a degree. She is a member of professional organizations including LEAD and MASG.
Outside of her professional work, Kerri is actively involved in her community through organizations such as BACCV, Bridge Way Village, First Baptist Spartanburg, and Westgate Christian School. She resides in Lyman, South Carolina, with her husband, Michael, and their three children. In her free time, Kerri enjoys music, playing piano and guitar, camping, gardening, interior decorating, reading, singing, traveling, watching movies, and spending time with her family and pets.
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
Wealth management
Charitable giving & philanthropy
Family Business
Demographic focus
Women Professionals
Women's Finance
Work history
Bank of AMerica, N.A.
2016 - Present (10 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2007 - Present (19 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:
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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.
Tara B
Series 66
Gaffney, SC
Edward Jones
Victor M
Series 63, Series 65
Spartanburg, SC
Merrill
Victor Mcleod serves as the Senior Resident Director at Merrill Lynch, where he focuses on family wealth management strategies, philanthropic planning, and sports and entertainment. He aims to connect all aspects of clients' financial lives to help them prioritize and pursue their most important goals. Victor holds a Bachelor's Degree from Clemson University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His experience extends beyond financial strategies to being an essential resource for his clients. He has been involved with several professional organizations, including serving as Past President of the Estate Planning Council of Spartanburg and the Ferrari Club of America, as well as holding board member positions with the Rotary - Downtown Spartanburg and the South Carolina Council of Advisors on Consumer Credit. Victor is also Past President of the Spartanburg Philharmonic Board. His community involvement includes Habitat, Scouts, and Church. In his personal time, he enjoys fishing, music, and spending time with his family.
Philip M
CFP®, Series 66
Boiling Springs, SC
Edward Jones
Anna D
Series 66
Duncan, SC
Edward Jones
Jill H
CFP®, Series 66
Inman, SC
Edward Jones
Thomas C
Series 66
Spartanburg, SC
Merrill
Thomas Clark is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he helps clients develop personalized wealth management strategies tailored to their unique financial situations and goals. He provides access to Merrill's investment insights as well as banking and lending solutions through Bank of America, aiming to support clients as they navigate changing market conditions and life events. Thomas holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor’s Degree from Southern Methodist University. His approach emphasizes adapting investment strategies to align with clients' evolving needs and retirement objectives.
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