Brandon Smith

Brandon Smith: Email & Phone Number

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Tax Advisor at Anderson Business Advisors|Charlotte, North Carolina, United States

Position:

Tax Advisor at Anderson Business Advisors

Location:

Charlotte, North Carolina, United States

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Last updated: 2026-07-06
Updated: 2026-07-06

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Work Experience 9 years

Tax Advisor at Anderson Business Advisors

Aug 2024 - Current

Tax Advisor & Financial Planning Analyst at Anderson Business Advisors

Jul 2023 - Aug 2024

Financial Planning Analyst at Anderson Business Advisors

Oct 2021 - Jul 2023

Executive Escalation Specialist at Wells Fargo Advisors

Jan 2021 - Aug 2021

Wealth Management Consultant at TIAA

Dec 2018 - Dec 2020

Advanced Brokerage Associate at Vanguard

Mar 2017 - Nov 2018

Brandon Smith started working in 2017, then the employee has changed 3 companies and 5 jobs. On average, Brandon Smith works for one company for 1 year 6 months.

Their professional focus is Financial Advisory, Financial Consulting, and Investment Analysis across 3 core areas.

Brandon holds Enrolled Agent (EA), Life and Health Insurance License, and Series 63 certifications.

Education

Master of Science - MS at University of North Carolina Wilmington

Bachelor of Science - BS at East Carolina University - College of Business

Brandon Smith Namesakes

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Brandon Smith
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Brandon Smith
Assistant Supervisor
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