Brandon Kershaw is a wealth management financial advisor based in Dallas, TX.
Brandon joined CAPTRUST in 2023 from Southern Wealth Management and serves as a principal. He provides comprehensive financial planning and oversight for clients by identifying, implementing, and monitoring strategies that meet each client’s investment, financial, insurance, philanthropic, tax, and wealth transfer needs.
Brandon holds a Bachelor of Arts degree in accounting and finance from Baylor University and holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Public Accountant (CPA). When he’s not at the office, he enjoys running, biking, rowing, and Pilates. He has three daughters and enjoys attending their musical theater performances, soccer games, and gymnastics meets.
Education
- Bachelor of Arts degree in accounting and finance from Baylor University
Industry Designations
- CERTIFIED FINANCIAL PLANNER™
- Certified Public Accountant
Industry Involvement
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, Financial Planning Association (FPA)
- ProVisors – Founding member, Dallas 3
Memberships
- Board of Directors, Hope Supply Company
