Brandy S Merriam values and understands what is important to her clients and her clients’ families. She looks to build relationships that help people develop diversify portfolios granting them the ability to adapt to whatever life brings. While focusing on retirement planning, saving for college, or seeking growth Brandy also performs due diligence to ensure her clients are well positioned from sudden market changes or new life challenges as well.
She started her investing career in the World Trade Center with Morgan Stanley Dean Witter in 1998 over 20 years ago and is currently registered to practice in Colorado, Kansas, New Mexico, Missouri, Ohio, Virginia and Vermont. Brandy holds her Series 6, Series 7 and Series 63 licenses through LPL Financial. She also holds her Series 65 license through Householder Group Estate & Retirement Specialists. Additionally Brandy is a registered insurance agent with licenses in life, health, disability and long-term care.
Her areas of focus are Wealth Preservation, Generational Wealth Strategies, Estate Planning, and Business Retirement Strategies. As financial planning is never a one-size-fits-all, Brandy has developed strong relationships with professional Attorneys and CPAs to assist clients in receiving holistic and comprehensive services.
Helping people reduce risk without eliminating performance while working toward their goals is a team approach. In order to expand her network and the resources available to her clients Brandy is proud to announce her partnership with Householder Group Estate & Retirement Specialists, one of the leading networks of financial professionals in the country. Founded in 1997, Householder Group advisors collaborate and share best practices with each other to strengthen their individual financial planning strategies and pass on the benefits of their joint efforts to those who matter the most; their clients.
Brandy received the Women’s Choice Award in 2013 and has since received numerous awards from Five Star Wealth Managers in 2014, 2017, 2018, 2019, and 2020. Five Star Wealth Managers nominations are the result of a thorough evaluation process and awards are granted based on research conducted through surveying of clients, peers, and industry experts.
Brandy has traveled with her husband Ron through most of the 50 United States and several more countries in Europe during his time in the US Army. Their family’s history in the armed services dates back as far as World War II. With her family’s history of service to the nation, Brandy is honored and proud to help and be of service to active military members in addition to veterans and the families of these individuals.
She has a passion for community service work and substantial involvement with Women’s Organizations such as Executive Women International and The Women’s Chamber. She also volunteers with the Southern Colorado Food Bank Care and Share and assists other small business organizations that actively give back to the community.
In her spare time Brandy enjoys relaxing and going on activities with her husband Ron of 30+ years, son Ron Jr, and daughter Jessica as well as other family and friends. Ask her about breeding her Saint Bernard’s and she will share amazing pictures of them and her family’s lively Corgis.