Brandon Dant, CFP®, CIMA®

Writing that Brandon is ambitious is an understatement. He is fascinated by the financial world and wants to learn everything about it. This eagerness is demonstrated through him becoming a CFP® professional, along with his Certified Investment Management Analyst® (CIMA®) designation. In the past, he achieved his Series 7, Series 66 and Series 9, all while working for an investment firm as a Registered Client Service Center Associate.

While achieving his Bachelor of Science in Business Administration in Accountancy (BSBA) at the University of Louisville in 2016, he completed an internship with a senior living facility, which led to a full-time position of Corporate Staff Accountant for the company. He began his career in 2015 as an intern with a regional accounting firm while attending college.

Brandon is a registered investment representative with the SEC under the Investment Advisory Act of 1940. 

Favorite quote: “A dream without a goal is only a wish. But, a plan to fulfill a dream sets a goal.”

Favorite Pastime: He and his wife currently enjoy traveling anywhere and everywhere.