Meet Brandie

A little bit more about Brandie...

Prior to joining Motley Fool Wealth Management, I worked as an Investment Consultant at Fidelity Investments, where I provided investment guidance to clients and helped them with their retirement goals. I made the switch to Fool Wealth so that I could apply my passion for building client relationships to an investment approach I find unique – our Portfolio Managers’ strong convictions in individual stocks, and the Four Pillars of Quality they exemplify when building clients’ portfolios. In addition, I want to see our clients achieve their financial goals. I believe it’s important that clients feel they can trust their advisor so that they can focus on what’s most important to them. 

In addition to my Bachelor of Science degree in Management from Clemson University, I hold the Series 66, Series 63, and Series 7 licenses. But long before my formal education, my grandfather was an early influence on the way I think about money. He grew up very poor and worked hard to make himself into a successful businessman, and this taught me that putting in the work is the first step – beyond that, building wealth is about learning to invest and setting long-term goals.