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Brandon Phillips

Wealth Advisor, Director

Charlotte, NC

Brandon is a Wealth Advisor in MAI’s Charlotte office. He joined the firm in 2021 following the acquisition of Queens Oak Advisors. Brandon brings over 15 years of service and business operations experience and previously served as an Associate Vice President for a regional investment firm, where he oversaw operations and administered custom investment models for discretionary client accounts

Brandon received his B.A. in Economics from the University of North Carolina at Chapel Hill.