A full circle approach with you at the center

Brandon Simmons

Brandon W. Simmons has started his career as financial advisor with A.G. Edwards in 2004. He then spent 8 years with Ameriprise Financial before joining 360 Wealth Management in August of 2017. He has been named a Five Star Wealth Manager for Investing in the August edition of Texas monthly for years 2012-2016.*

Brandon has one mission as a financial advisor: to help his clients achieve their financial and investment goals. Brandon’s core principles are honesty and integrity. He believes that knowledge is vital to success and is passionate about educating his clients so they can make informed and well thought out financial decisions.

Education, Background and Licenses:

  • MBA Masters of Business Administration Finance: Texas A&M University Cum Laude 2001, College Station
  • Bachelors of Business Administration Marketing: West Texas A&M University Summa Cum Laude Valedictorian 1998 of graduating college of business class of over 100 of college of business graduates. Named outstanding Marketing Senior. Investment Series Scholarship recipient
  • United States Navy Veteran 1992-1996 Cryptologic Technician CTR2 highest level security clearance holder for enlisted personnel
  • Series 7 registration held with LPL Financial
  • Series 66 registration held with both LPL Financial and 360 Wealth Management
  • Group 1 life insurance

In Brandon’s personal life, he enjoys spending time with his friends and family. His son was born in 2005 who he spends as much time as possible with. He’s also the primary care giver for his mother who is battling COPD. His hobbies include coin collecting, working out, traveling, and sports.

 

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to considered or placed in the final list of 2012-2016 Five Star Wealth Managers.

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CONTACT 360 WEALTH MANAGEMENT

Address:
17300 N. Dallas Pkwy, Suite 2065
Dallas, TX 75248

Main Phone: 972-421-1360

Main Fax: 972-421-1390

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through 360 Wealth Management, a registered investment advisor and separate entity from LPL Financial.

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