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MEMBER PROFILE

 

Jeff Brandon

Smith + Howard Wealth Management

 

Member profile details

Membership level
Atlanta Individual
First name
Jeff
Second name/initial
M.
Last name
Brandon
Title
Senior Wealth Planner
Company
Smith + Howard Wealth Management
XPX Chapter Email Lists
  • Atlanta News & Events
 

CONTACT INFORMATION

City
Atlanta
State
Georgia
 

PROFILE INFORMATION

Call me when
financial planning or wealth management is needed or a connection is needed to CPA's that provide a wide variety of serivces.
Why I/we support XPX
I am looking to collaborate with professionals who can assist business owners with a successful exit.
Profession
  • Accountant
  • Insurance
  • Wealth Manager
Functional Expertise
  • Employee benefits
  • Estate planning
  • Exit/Transition Planning
  • Financial Modelling
  • Investments
  • Retirement
Client Industry(ies)
  • Business Services
  • Manufacturing
  • Real Estate/Construction
  • Transportation/Storage
Professional Certification(s)
CFP, CEPA
Transition Planning Certification or Methodology
Certified Exit Planning Advisor
In Business Since
2001
How to contact
404-879-3420
Business Focus
Wealth Management, Tax, Audit, and Advisory
Client Results
Personal Financial Planning, personal and business tax planning, audits, quality of earnings
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