Brandon Trammell Brings Estate, Insurance, Business Planning Leadership To Montcalm
Montcalm is delighted to welcome Brandon Trammell to the firm, expanding our offerings with the addition of Estate, Entity, and Insurance Advisory services.
Brandon brings 20 years of experience in financial services helping families and individuals navigate complex financial planning strategies and transactions. In his role, Brandon will work directly with Montcalm clients seeking to understand or embark on financial matters such as trusts, strategic business entities, tax minimization, or venture philanthropy.
Prior to joining Montcalm, Brandon worked with a couple of the largest financial institutions in the country before striking out to forge his own firm, Purpose Financial & Insurance Services, where he educated and guided his clients through major financial decisions and strategies. He will utilize his accumulated expertise to provide clients with advisory services that compliment their wealth management portfolios, prioritizing client values and legacy in alignment with the firm’s investment philosophy.