Brandon Arthurs
President & Investment Advisor
As a teenager growing up in North Carolina, I started my journey in finance by explaining compounding interest to my friends in high school - telling them it was a good idea for us to contribute to Roth IRA’s. While in college studying Economics, I worked as part-time golf caddy and routinely discussed stocks and bonds with the different golfers.
I remember asking my boss regularly to caddy for a particular golfer, who had made a fortune trading bonds, in order to pick his brain. My love for investing might have started at a young age but it blossomed into lifelong career that put me on a path of founding AWM. I’m extremely fortunate to work in an industry I love, with clients I believe in and clients that believe in me.
Arthurs Wealth Management LLC collaborates with various industry experts, third party research, compliance, our custodian, accountants, and a legal team that play an integral role in helping its clients achieve their financial goals. The reality is that AWM operates in an ever-changing industry and is constantly evolving to cater to clients depending on market conditions. Ushering in the next generation, we also have a content creation team that uses various forms of social media (Instagram & LinkedIn) to help both clients and prospective clients stay informed on general market events and trends.
Experience
Brandon has cultivated over 17 years of financial industry experience. He founded Arthurs Wealth Management, LLC in July of 2019 with the goal of treating clients like real people as opposed to a number at a large institution. Currently, he works with professionals in the early stages of wealth accumulation and high net worth clients with a particular focus on business owners, athletes and retirees. Brandon also specializes in 401k rollovers from prior employers, consolidation and retirement planning.
Prior to Founding AWM, Brandon was a successful advisor at both Bank of America in Charlotte, NC and Merrill Lynch (Bank of America Corporation) in Jacksonville, FL where he also managed as many as 140 licensed investment advisors. He began his career as a Financial Advisor at Lincoln Financial/Jefferson Pilot Securities in Charlotte, NC where he administered holistic financial plans including insurance and long-term care.
Brandon has a BA, in Economics from Appalachian State University, has over 17 years industry experience and currently operates as a Registered Investment Advisor. He’s registered as an Investment Advisor in Florida & North Carolina but not limited to working with clients throughout the US or jurisdictions where exempted.
Brandon has a love for the outdoors and currently sits as Vice President of North-East Florida Coastal Conservation Association (CCA).