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MY BACKGROUND HOW I PRIORITIZE MY WELLNESS · Brandon Walls CFS* Financial Advisor...

Date post: 14-Jun-2020
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MY BACKGROUND I was born and raised in Davie County, North Carolina and graduated from Davie High School in 2009. I earned my Bachelor’s Degree in Economics from Winston Salem State University in December of 2014. My wife Courtney and I have been married for two years and we have two dogs, Abee and Snow. I started my career at Allegacy in January of 2016 and there is no other place I would rather be. HOW I PRIORITIZE MY WELLNESS My wife and I both enjoy going to the gym and running. We also take our dogs for walks around the neighborhood to allow them to get out all of their extra energy (they are both boxers)! We love to travel and take our vacations to warm sandy places! Our family is what keeps us happy and healthy, and spending time with them is one of our top priorities. WHY I BECAME A FINANCIAL ADVISOR After college I went through what most new graduates face, the challenges of finding a career that fits their degree and meeting the requirements for the job. Allegacy was the opportunity that I was hoping for. I became a Financial Advisor because I wanted to be the trusted person that our members come to for guidance about their financial planning needs. WHY I CHOSE ALLEGACY I have been with Allegacy for two years. I joined the team as a Financial Services Trainee and Allegacy trained and prepared me for my role as a Financial Advisor. Without the support of the Allegacy team I would have never found my calling in this profession. Our team is a great group of determined individuals with one cohesive goal in mind; to help our members make smart financial choices! Brandon Walls CFS* Financial Advisor [email protected] 336.774.8384
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Page 1: MY BACKGROUND HOW I PRIORITIZE MY WELLNESS · Brandon Walls CFS* Financial Advisor bwalls@allegacy.org 336.774.8384 . Title: Advisor Bio - Brandon Walls Created Date: 20180426141448Z

MY BACKGROUND I was born and raised in Davie County, North Carolina and graduated from Davie High School in 2009. I earned my Bachelor’s Degree in Economics from Winston Salem State University in December of 2014. My wife Courtney and I have been married for two years and we have two dogs, Abee and Snow. I started my career at Allegacy in January of 2016 and there is no other place I would rather be. HOW I PRIORITIZE MY WELLNESS My wife and I both enjoy going to the gym and running. We also take our dogs for walks around the neighborhood to allow them to get out all of their extra energy (they are both boxers)! We love to travel and take our vacations to warm sandy places! Our family is what keeps us happy and healthy, and spending time with them is one of our top priorities.

WHY I BECAME A FINANCIAL ADVISOR After college I went through what most new graduates face, the challenges of finding a career that fits their degree and meeting the requirements for the job. Allegacy was the opportunity that I was hoping for. I became a Financial Advisor because I wanted to be the trusted person that our members come to for guidance about their financial planning needs. WHY I CHOSE ALLEGACY I have been with Allegacy for two years. I joined the team as a Financial Services Trainee and Allegacy trained and prepared me for my role as a Financial Advisor. Without the support of the Allegacy team I would have never found my calling in this profession. Our team is a great group of determined individuals with one cohesive goal in mind; to help our members make smart financial choices!

Brandon Walls CFS* Financial Advisor

[email protected] 336.774.8384

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