Silvia McColl Wealth Management, LLC

Brandon Silvia is a CFP® and holds a Series 66 license with 12 years of industry experience. He is a founding advisor at Silvia McColl Wealth Management, LLC, where he has worked since 2018. Prior to that, he held roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he is a managing member of Moonshot Ventures, LLC, a private investment entity. Silvia McColl Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, retirement plans, foundations, charities, and businesses. The firm uses diversified model-based portfolios combined with individualized customization and serves approximately 110 client relationships with around $283 million in assets under management.

William Mccoll is a CFP® with 36 years of industry experience, currently serving at Silvia McColl Wealth Management, LLC since 2018. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he serves as chairman of the board for Community Eldercare San Diego, a health maintenance organization for seniors, and is vice president of the Patrick Henry High School Alumni Association, where he is involved in fundraising and scholarship efforts. Silvia McColl Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, retirement plans, foundations, charities, and businesses. The firm employs a model-based portfolio approach combined with individual customization and serves approximately 110 client relationships with about $283 million in assets under management.