Professional

Brandon D. McIntyre, CLU®, CFP®

After interning during his senior year of college, Brandon McIntyre officially joined the Northwestern Mutual family in July 2009.  He is currently a Wealth Management Advisor and Field Director, assisting new Financial Representatives with development. 

Brandon graduated from The Ohio State University Fisher College of Business with a B.B.A. in Marketing.   


Mission Statement

... to help successful professionals achieve clarity and confidence within their long-term financial plans.

Vision Statement

... to assist professionals identify fears and concerns associated with saving, as well as protecting their money. Committed to long-term working relationships, we assist in addressing financial security that will have a multi-generational impact.


Professional Designations & Certifications

Brandon has obtained the following professional certifications and designations to further enhance his ability to provide financial solutions to his clients.

Chartered Life Underwriter (CLU®)

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

CERTIFIED FINANCIAL PLANNER(CFP®)

The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.


Associations and Memberships

Million Dollar Round Table

National Association of Insurance and Financial Advisors

Brandon D. McIntyre, CFP®, CLU®
Wealth Management Advisor


Roach McIntyre & Associates

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck