About
Advisor and Broker Shavard Branam has been practicing full time remotely and in-person since 2013. He directly manages investment and insurance services while leveraging internal and external partners for tax and estate. His team primarily serves mid and late career professionals, families, businesses, and financial windfall matters. This team functione independent of all financial solution product providers so each client receives the most objective and customized recomendation.
Being a dedicated lifelong learner, providing light and clarity the best ways to make money work for people, leading on a professional team to achieve excellent results for clients, and the privilege of being a positive example for my family and community.
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Frequently asked questions
What is your typical process for working with a new customer?
1. Schedule with "Book Online" tab on Branamassociates.com
2. Initial consultation will identify priorities and goals. At the end, we schedule next appointment for recomendation and implementation overview
3. Implementation of updates and follow-up schedule is made on the second or third appointment.
What education and/or training do you have that relates to your work?
Registered licenses, designations, and academic degrees of our team members and affiliared partners include the following:
- Securities Investment Regulated: FINRA, SEC
- Advanced Designations: CFP, CPA
- Advanced Academics: MBA, DBA
- Life, Health, Annuity insurance/brokerage
- Property & Casualty insurance/brokerage
- Loan agent/broker
- REALTOR