Brandon Helmick joined Waverly Advisors in May of 2024. He serves as a Senior Client Service Associate. Brandon’s professional career in finance was spent at Bank of America / Merrill Lynch for over 7 years. In his role, Brandon provides client support including account applications, custodial paperwork, and money movements. He works directly with a variety of custodians where he establishes, maintains, and updates all new and existing client accounts. Brandon enjoys building connections with clients while assisting financial advisors and client associates with different tasks.
New to being a father, Brandon is reminded that the days go slow and the years go fast. So, he does his best to spend as much time with his wife and son. He enjoys going to the gym with his brother, waiting for the day he can lift more than him. Brandon enjoys the simple things in life, cooking a steak outside while smelling his hard-working efforts of freshly cut grass.