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Brandon Franco, CPWA®Senior Private Wealth Relationship Manager
Biography
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As a Senior Private Wealth Relationship Manager at Generation Capital Advisors, Brandon is dedicated to enriching clients' overall experience with the firm. Serving as the primary point of contact, he leverages the firm's vast resources to deliver personalized service according to each client's preferences.
Brandon's mission is to bring the human element of wealth planning to every interaction, so clients always feel heard, understood, and supported throughout their financial journey. He believes that wealth management goes beyond investments; it's about understanding each client's unique circumstances and what truly matters to them and their families.
Brandon was initially drawn to the industry to help people make better decisions about their money and serve as an integral part of their wealth story. During his time at Morgan Stanley Private Wealth Management, he gained valuable experience learning the complexities ultra-high net worth families face. Today, he finds tremendous satisfaction in watching others succeed. Knowing he's played a role in that success is incredibly fulfilling.
At Generation Capital Advisors, the firm has a strong reputation for serving multi-generational families. The Generation 360 process is built on the foundation of education, preparation, and legacy. Whether clients have inherited assets, benefited from an ESOP plan, or recently sold a company, Brandon provides financial education and empowerment to second and third generation clients. From custom balance sheets and financial plans to bill pay services and coordinating with key advisors, he brings structure and execution to grow and preserve clients' wealth.
What sets Brandon apart from other advisors is his ability to nurture relationships. He takes the time to understand clients and their families, their stories, and their life experiences. This connection fosters trust and makes the financial planning process smoother and more meaningful.
Brandon is a proud graduate of Providence College, where he earned a B.S. in Finance. Outside of the office, he enjoys golfing, fishing, hockey, and participating in fitness challenges like Spartan Races.
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