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, where he had served as a Client Advisor and the Director of Investment Operations since 2009.

While at Queens Oak, he also served on the firm’s investment committee performing research and analysis in addition to trading and monitoring investment portfolios.
He comes to MAI with over 20 years of industry experience primarily working with high-net-worth individuals and families helping them establish, execute and monitor their investment portfolios and financial plans.

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

Community Involvement

Brandon is the youth basketball coach for Lee Park Church and Piedmont Recreation Association.

We look forward to learning about your financial goals.