BRANDON ACEVEDO, CRPC®, AWMA®, MBA

Financial Advisor

Address: 9906 GLADES RD , BOCA RATON , FL 33434
Call: 561-447-4554  |  800-736-7256    Fax: 561-447-2409
Email: Brandon.Acevedo@wellsfargo.com Compose mail in a new window

Tailored Financial Strategies. Personal Service.

As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products, and much more.<br/><br/>For more information about how I may be able to help you pursue your financial goals, please contact me.<br/><br/>Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

My Experience

  • 2024 - Present : Wells Fargo Advisors, Financial Advisor
  • 2022 - 2024 : Bank of America Merrill Lynch, Financial Solutions Advisor
  • 2021 - 2022 : PNC Bank, Branch Banker

My Education & Credentials

  • Bachelor of Arts in Economics - Florida International University
  • Masters in Business Administration - Florida International University
Securities Registered in the following states: FL, MA, NJ, NY, OH, TX, VA
BRANDON ACEVEDO: Financial Advisor: Wells Fargo Clearing Services, LLC