Sovereign Wealth Advisors LLC
Adds Experienced Advisor to Veteran Team
Brandon Gay Joins Independent Wealth Management Firm
HOUSTON, TX – March 4, 2016 – Brandon Gay joins Sovereign Wealth Advisors, the trendy boutique financial investment firm, in their Houston location.
Sovereign Wealth Advisors, one of the leading independent financial firms in Texas, has welcomed Brandon Gay as a Vice President Wealth Consultant of investments to our growing independent wealth management team.
Gay has been managing the financial affairs of individuals and families since 2010. Brandon will take advantage of the unique privileges and accesses that being an independent Wealth Consultant through Sovereign Wealth Advisors provides. He thrives on being able to provide experienced, unbiased, personalized investment recommendations to his clients. He is committed to helping business, families and individuals pursue their financial life goals by taking the stress out of money management. The ultimate goal for them should be to focus on family, work or anything else that is important to them.
Brandon explores personal, professional and financial goals with each of his clients to ascertain the true understanding of each unique client’s situation. He educates his clients, by discussing the market and the risk/reward characteristics of different asset classes and their contribution to and an overall portfolio asset allocation. Implementation for diversified investment methodologies is then employed in constructing a tailored portfolio. His proactive management style includes careful portfolio monitoring and regular reviews of portfolio performance with all of his clients.
Prior to joining Sovereign Investment Group, Brandon was a successful Wealth Consultant with Wells Fargo Advisors and “Broker of the Year” for their Sugar Land office in 2013.
Education and Licenses
University of Houston, BBA Finance
Series 7 General Securities
Series 63 and 65 Investment Advisor Representative
General Lines Insurance License