Meet Brandon McCormick! Brandon is a financial advisor in our Dallas, TX office. Specializing in helping companies with their retirement plans, it was Brandon’s experience with business owners that led him to join PCIA. For most business owners th
e company sponsored retirement plan is not only a recruiting and retention tool, but also the only means of retirement savings for their employees. Brandon enjoys consulting on strategies to help business owners and their employees reach their retirement goals. Brandon also works with individuals helping them to create a plan to reach their financial goals.
Brandon graduated from Baylor University, and holds his FINRA Series 66 securities registrations and is also Life, Accident and Health insurance licensed. When he isn’t working, Brandon enjoys spending time with his family, playing golf, riding his horses, hunting and being outdoors.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).
Brandon’s focus is to help companies with their retirement plans. He also works with high net worth professionals, executives and individuals to develop and implement a financial plan to help to meet their individual goals including portfolio accumulation, tax reduction, as well as estate planning and conservation.
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